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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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When it seems as if it is only short-term survival that matters, the best bankers don’t lose sight of the distant horizon -
Public sector funding options less sure after swap spread gyrations and hit to confidence in US
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Corporate spreads in Europe widened sharply but actual selling of bonds was limited
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After an encouraging start to the year for European M&A, US tariffs threaten to push deals into 2026
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Flash signs that financial markets were heading for a funding crisis are what spooked traders
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The best issuers in class will have to come first
