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    European financials remain resilient after strong Q2 earnings
    European financials remain resilient after strong Q2 earnings
    As we approach the end of the reporting season for European financials, including banks and insurers, Q2 2026 has proven to be another strong quarter, with most reported earnings coming in ahead of consensus and several banks upgrading their already ambitious profitability guidance for the year.

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Macroeconomics

TwentyFour
Jul 16 2021 TwentyFour Blog

Curb Your QE

Whether the Bank of England halts all purchases in August or merely begins to slow the pace of purchasing later in Q4 this year, by 2022, less technical support will exist for gilts.
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TwentyFour
Jul 15 2021 Market Update

Asset-Backed Securities Quarterly Update – July 2021

TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q2 2021 and provides his outlook for the year ahead.
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TwentyFour
Jan 07 2021 Market Update

How big a threat is inflation?

Partner and Portfolio Manager Felipe Villarroel reflects on markets in 2020 before giving his inflation outlook for 2021
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TwentyFour
Investors Need a Big Hike From Turkey
Sep 12 2018 TwentyFour Blog

Investors Need a Big Hike From Turkey

This is a crucial week for Turkey’s economy and the Central Bank of Turkey’s credibility.
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