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The Treasury market’s toxic codependency

Financial TimesPaywalled.
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Financial Times
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Chartbook, and more ›
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Axes of Evil: office space edition

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FTAV’s further reading

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The hyperscalers’ exploding purchase commitments

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America’s largest home lender falls out of the hamster wheel

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Who is Anthropic’s auditor — and why should we care?

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Conviction; fog; cold turkey; supply chains; truth; Claude; cheese; Paw Patrol; ticklishness; eclipse

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Business development companies are paying more to borrow. But why?

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SpaceX’s ‘very achievable’ $100bn revenue run rate target

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Queue-jumping; JGBs; trade; STRIPs; blogging; MarioCart

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Confessions of a former star M&A reporter

Financial TimesPaywalled.
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hsu.cy, and more ›
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Just how big is the hidden leverage of AI hyperscalers?

Financial TimesPaywalled.
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And the FTAV chart quiz winner is . . .

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FTAV’s further reading

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Lessons in letter writing for the Bank of England

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FTAV Friday chart quiz

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Rare earth access: still a thing

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FTAV’s further reading

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The curious case of the Japanese government bond yields

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The confounding ‘compounding’ of ‘compounding’

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