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With billions of funding to be done, it will serve hyperscalers well to be less ambiguous
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?
Better to pay a new issue premium now than risk facing spread blowout
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  • The granting of bond issuing powers to the devolved Scottish government is nothing but a political play.
  • It's great when a plan comes together, especially in times like these, when the plan involves recapitalising Europe's crisis-weary banks with a high-yielding but risky instrument that could potentially lose you a lot of money.
  • The relentless hunt for yield that has driven investors from Spain and Italy into Portugal and now possibly Greece, is beginning to take on some of the hallmarks of the catastrophe of 2007 and 2008.
  • The region's primary equity issuance is being stymied by capital outflows and poor stock market performance. With a blackout period ahead of annual financial results also beginning, there could be few new deals until March.
  • Only five years ago, fixed income was described by Mercer, the investment consultant, as the “forgotten child” of the responsible investment movement. No longer.
  • Tschüss, Barclays. The safe and stodgy Swiss franc bond market was anything but this week. Barclays, which entered the market with great fanfare in 2010, has shut down all bond activities in the currency — a drastic move as part of its cull of up to 400 investment banking jobs.