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New securitization rules might work but they are an ugly solution
The EC’s regulatory proposals for securitization are broadly positive, but some reforms are questionable
Ignoring terrible news is the only way to act in this market
Enjoy the roaring markets while you can, they won't last long
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Details of how SLBs will perform are cloudy, but their main effect is bright -
Bond markets are buoyed but there’s no time for complacency
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Investors and issuers should carefully consider whether they are placing too much weight on a single piece of US CPI data
