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Enthusiasm for a defence push on the continent is crucial but lacking
No reason for banks to fear going tighter still
It's more than gut feeling that FIG issuers should go for intermediate tenors
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Ten year Gilt yield to top 5% by December -
Hopes of a soft landing are optimistic. The hard one has just been delayed
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Policy blunder hurts UK's credibility on climate issues and points to value of sovereign SLBs
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Buy-back plan would sabotage the NPL securitization market Italy risked €20bn to build
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Appetite is reviving for emerging market debt, but it must be handled with great care
