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Borrowers moving between the two markets create opportunities for both
SSA
Where do investors look when JGBs and USTs are no longer reliable?
Better to pay a new issue premium now than risk facing spread blowout
Asian buyers driving callable SSA market have resurfaced in public benchmark deals
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  • Three month Euribor, the benchmark short term lending rate in euros, this week did what was once unthinkable and dropped to a negative level for the first time.
  • As of Thursday, every bank boss that wants to stand up for wholesale finance will have a tougher time. Let’s hope Deutsche’s Libor failures are the nadir, and that this time around conduct really does improve.
  • When involved in a niche, whether as a journalist or a direct participant, it’s easy to overstate the importance of your little corner of the market.
  • Covered bond yields and spreads are spiralling lower. The prospect that wafer thin margins grow thinner has led to a legitimate concern that a turning point in investor tolerance may follow.
  • SSA
    This newspaper published an April Fool’s story last week about Greece issuing a perpetual zero coupon bond. After an incredible week in sovereign bond markets, is it that fanciful an idea? It’s time to gentrify Greek debt.
  • Spain auctioning six month debt at a negative yield may have passed people by as a logical step on the descent of eurozone yields in the world of eurozone quantitative easing.