The TwentyFour Blog
US corporate earnings: On par
As we come to the end of a much anticipated earnings season what are the key takeaways?
French CMBS deal repaid in full: A beacon of hope for struggling commercial real estate sector
Given the current macro environment, Pauline Quirin believes loans with near term maturities provide a useful insight into where risk lie.
Reasons for optimism in the CPI report
Yesterday’s CPI Report from the Fed gave reasons for optimism. Read Felipe Villarroel’s analysis of the report and what it could mean for the Fed’s uncomfortably long battle against inflation.
Financial conditions tighten further but could have been worse
Following the publication of the Senior Loan Officer Opinion Survey, Felipe Villarroel highlights what caught our attention in the report and if it signals further tightening of financial conditions.
ECB’s bank lending survey shows a slowing economy but no crisis
Following the release of the ECBs bank lending survey Felipe Villarroel looks at the response from the banking sector and the wider implications for credit conditions.
CLO performance in 2023, what's next?
European Asset Backed Securities has been one of the few asset classes that has showed positive performance this year, Aza Teeuwen answers the million dollar question, how do you position for this?
European banks continue to deliver, on earnings and calls
As earnings season kicks off in Europe, Eoin Walsh looks at what impact, if any, recent volatility in the banking sector has had on European banks.
High yield supply points to buoyant market
In the last few weeks the high yield primary market has seen a resumption of issuance which Portfolio Manager George Curtis believes points to a relatively buoyant market.
Labour markets continue to cool off
Partner and Portfolio Manager Felipe Villarroel looks at new labour market data from the US and why this is good news for the Fed.
Bank results should see levels begin to normalise
With the US bank earning season having begun last Friday, Dillon Lancaster believes this could be a catalyst to help spreads begin to recover.
UK Credit Conditions
In his latest blog, Gary Kirk provides his assessment of the recently published Q1 Credit Conditions Survey by the Bank of England and what this means for the wider economy.
Tighter financial conditions might herald end to rate hikes
Is the end of rate hikes near for the US? Concerns over regional banks and a weakening labour market are raising questions about the Fed's next move.