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If AI is the real deal, capital markets jobs disappearing will be just the beginning
Hope Trump would end the war triggered a big rally earlier this year
Worry less about jockeying for position in the eyeline of MDs than doing three basic things
Reform will be very painful, but worth it
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European capital market participants quite rightly remain unconvinced that the 90 day reprieve is anything to cheer -
◆ 10 year 'surprise' reopens euro covered market ◆ Concession needed to seal the deal ◆ Trade lands through OATs
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Investors selling into secondary market bounce
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SSA market most bullish but some in credit, emerging and equity markets still unconvinced anything has changed despite 90 day tariff reprieve
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Window for unsecured FIG syndications closes once more
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Sovereign will not have much problem raising what it needs to on the bond market this year
