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Primary needs stability, on top of any peace deal
Five months in, Alessandro Melzi is getting started on the plan, but his boss is about to change
Bonds of energy importers have sold off, but investors convinced fundamentals are still strong
Managers pause deals as spreads widen, but swift resolution is still priced in
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Hope Trump would end the war triggered a big rally earlier this year
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Worry less about jockeying for position in the eyeline of MDs than doing three basic things
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Reform will be very painful, but worth it