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Hyperscaler funding needs could drive the next wave of US supply in euros
Cooler reception suggest AI capex hype is shrinking
The novelty of these jumbo deals could wane as hyperscalers repeatedly hit the market
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◆ Alternative asset manager attracts its largest book since at least 2020 ◆ Part of this demand stems from higher spread to peers ◆ This was the result of IR work, says lead manager -
◆ Fresenius, Danone and Proximus benchmarks shake off tariff turmoil ◆ Range of new issue concessions needed ◆ High orderbook attrition for those pushing hard on spread
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Banker with wide experience will join in October
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AfDB's hybrid is main comparable for pricing CAF's benchmark dollar debut but roadshow feedback also holds key
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Washing will reveal its tariffs on April 2 but many expect ambiguity to continue
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AusNet and unrated Lagardère market euro benchmarks
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