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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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A debate is under way in global politics on how to fund Europe's rising defence needs. A proposed Defence, Security and Resilience Bank is the most fully developed plan for a new multilateral entity to raise capital, creating a public sector bond issuer like no other -
◆ Demand weighted to either end of curve ◆ TotalEnergies tightens eight year tranche more ◆ Business as usual after German election
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◆ Drinks maker looks to pay single digit concession over its curve ◆ Peak demand drops by €950m at final books ◆ Borrower cuts growth forecast
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United Utilities and Edenred came far through fair value
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German electricity company ends corporate drought as Thermo Fisher announces roadshow
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Changing one of IB bosses shows what Deutsche values
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