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Economic damage from the Middle East war will last for months, if not longer
Bonds, equities and even gold falling in recent weeks shows that all safe havens are fallable
Distinction in Europe’s corporate bond market is not a bad thing
A slow destruction of misallocated investment is more likely than a sudden stop
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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
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When the stakes are high, a small change in odds merits a big reaction
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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
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Bye-bye euro curve steepeners, there's a new consensus trade in town
