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John Healey resigned because the money was not there for defence. It may not be there for anything
Bifurcation is emerging in how investors treat the hyperscalers
Investors should feel more confident when BNPL products are regulated like mainstream consumer credit
Collateral change has SSA issuers eyeing sterling — but it has strengthened one bid, not brought in new buyers
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Prime euro ABS issuers should take advantage of market conditions and lock in funding now -
A Kilt will pay a spread over Gilts it cannot justify on credit, which makes it a political gesture rather than a funding tool
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Market's bellwether forges ahead as pipeline builds
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When reserve managers switched from Treasuries to other public sector bonds, they meant it
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A rally thanks to cheaper oil has let the Gilt market defer its reckoning with political risk. But it is coming, for sure
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The interventionist approach of the US government in forcing Anthropic to pull cutting edge model should worry Europeans
