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05.01.26 - 09:42
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Germany′s Fiscal Illusion: Bond Markets Rebuke Merz′s Debt Spiral (ZeroHedge)
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Germany's Fiscal Illusion: Bond Markets Rebuke Merz's Debt Spiral
Submitted by Thomas Kolbe
Germany was long seen as a bastion of fiscal stability in the Eurozone. But the erratic fiscal policy of the Merz government is now creating tensions in the bond market. Risk premiums on traditional periphery sovereigns like Italy, Portugal and Spain relative to German Bunds are shrinking.
For months, something remarkable has been happening in European debt markets. Risk spreads on the key ten year sovereign bonds of countries such as Italy, Portugal and Spain versus the economic anchor Germany have been steadily falling. Spanish yields now sit only about 0.4 percentage points above German Bunds; Italian paper — from a country with around 125% debt to GDP — trades just about 0.7 points wider.
Capital is clearly shifting out of Germany into other European bond segments. Is the market pricing in catastrophic German fiscal policy?
Repricing German Policy
Germany's debt strategy is unmistakably ...
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04.01.26 - 20:36
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Why MSCI′s Upcoming Decision On Bitcoin Treasury Companies Matters (ZeroHedge)
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Why MSCI's Upcoming Decision On Bitcoin Treasury Companies Matters
Authored by Juan Galt via BitcoinMagazine.com,
In a move that could shape corporate Bitcoin adoption, index provider MSCI is set to decide whether to exclude companies holding significant Bitcoin reserves from its global benchmarks. The outcome, due January 15, may influence billions in forced selling and set precedents for how Wall Street views Bitcoin as a treasury asset.
MSCI Inc., a New York-based publicly traded company listed on the NYSE with a market capitalization of $43.76 billion and a stock price of $565.68 as of January 2, is a key player in the investment world. It curates over 246,000 equity indexes daily, with more than $18.3 trillion in assets under management benchmarked to them. These indices serve as blueprints for funds and portfolios, helping investors gain exposure to specific market segments.
Unlike the NASDAQ, which operates as both a stock exchange where companies list and trade and a composite index ...
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03.01.26 - 02:36
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More issuers turn to Dubai listings as yuan bonds gain traction in the Middle East (SCMP)
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More Chinese and local issuers could tap Dubai to list debt and equity securities, signalling confidence in the Chinese economy and the deepening economic corridor between China and the Middle East, according to the CEO of Dubai Financial Services Authority (DFSA).
The momentum would build on Emirates NBD Bank's recent offshore yuan bond of 1 billion yuan (US$143 million), listed on Nasdaq Dubai, marking the lender's return to the dim sum bond market and enabling global investors to access......
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02.01.26 - 17:48
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US-Anleihen: Kursverluste zum Jahresstart (DPA-AFX)
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NEW YORK (dpa-AFX) - Die Kurse von US-Staatsanleihen sind am Freitag etwas gefallen. Der Terminkontrakt für zehnjährige Papiere (T-Note-Future) sank am ersten Handelstages des Jahres um 0,18 Prozent auf 112,23 Punkte. Die Rendite der zehnjährigen Anleihen ......
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