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The necessity of clauses that help developing countries recover from catastrophes is getting more acute
Data-deprived markets should give the shutdown the attention it deserves
Triple-C loan pricing has been shunted wider while the true credit quality of loans trading at par is obscured
Credit Suisse AT1 bondholders should consider alternatives after this week's sharp repricing
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  • Getting assets out of the public sector has an obvious appeal. But it’s not always a great trade.
  • The European Central Bank this week began its programme of SSA bond buying, but the bank needs to work on being as transparent as possible — and fast.
  • British American Tobacco’s 30 year euro bond opens a new product, and could usher in a bigger, more international European bond market.
  • The US business model for servicing delinquent loans is fundamentally flawed and incentivises a system of cutting corners at the expense of borrowers and investors.
  • As loose borrower terms become more widespread in the European leveraged loan market, sponsors need to assess what protection they can give up.
  • Will Europe’s bond market ever match that of the US? The odds favour ‘No’. Totting up the huge US Treasury, agency, municipal and corporate markets is not even worth the effort.