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Data is so hot right now, but it can't tell you everything
Creditors can and will be bumped down the pecking order at the time when it matters most
Increased Gilt issuance is not the only thing that will scare the bond market as Starmer and co. face up to reality that there is no such thing as a free lunch
The path to a capital markets union will inevitably pass through a pan-European banking union
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Overwhelming demand the sovereign received makes a farce of investors’ ESG claims
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Primary markets remain in good shape, but they are not firing as well as they were a couple of weeks back
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If Chinese fast fashion retailer lists it must be held to strict standards
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While we may not see the immediate benefits of new private credit fund regulation now, we might see them eventually. We hope not to see them at all
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Some will focus on the higher borrowing costs but proving investor support was more important to the issuer
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Governments may feel they save money with retail issues, but an illiquidity premium looms