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There's an audience for the right story even in chaotic markets
Flash signs that financial markets were heading for a funding crisis are what spooked traders
European capital market participants quite rightly remain unconvinced that the 90 day reprieve is anything to cheer
US stocks have been the big loser, while European banks could reap profits
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Without ultralow rates, more EM companies will shy away from international bonds -
Governors and governed need to treat each other better
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Smaller banks shouldn’t be afraid of extending AT1s past the first call date if the refinancing costs don’t make sense
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Details of how SLBs will perform are cloudy, but their main effect is bright
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Bond markets are buoyed but there’s no time for complacency
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