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Investors are rewarding Romania for trying to fix its fiscal problems
Liberated issuers will still have to follow European regulations if they want to sell in EU
When the stakes are high, a small change in odds merits a big reaction
The yield was ultra high but Congo had little room to manoeuvre
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The AI race is pushing hyperscalers to hunt for cash to fund rising capex needs, and they are coming to Switzerland -
Bye-bye euro curve steepeners, there's a new consensus trade in town
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With billions of funding to be done, it will serve hyperscalers well to be less ambiguous
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Borrowers moving between the two markets create opportunities for both
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Where do investors look when JGBs and USTs are no longer reliable?
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