“It feels like it's the sovereign market. I don't know a…” — Bloomberg Surveillance at 11:50
“It feels like it's the sovereign market. I don't know a sovereign which isn't interested in investing in energy security, in investing in the defense of its borders, in investing in AI and technology more broadly. They don't have the budgets to do it. They're going to have to go out and borrow. That's going to create…”
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