All insights
Capital Relief Becoming More Interesting For Banks
For many years ABS has primarily been used as a funding tool for banks and other lenders.
Will mortgage rates paint the Fed into a corner?
In recent weeks we have talked often about the tightening of lending standards, the possibility of the end of dot plots, and especially the shape of the US yield curve – today’s blog encompasses all three.
Do You Remember ABS Market Volatility?
It seems a long time since the European ABS market saw any meaningful volatility.
Keep an eye on the tightening
Following on from our recent comment on the level of Italian BTPs and how this has a potential to impact the transmission mechanism, it is interesting to note the subtle but important changes that have been applied elsewhere across the global economy.
Cautious Optimism in ABS
Nearly 4,000 international ABS market participants attended the Association for Financial Markets in Europe’s Global ABS Conference last week, the biggest attendance since the financial crisis.
Why Draghi Really Cares About Italy
Aside from the fact that he is Italian and once served as governor of the Italian central bank there are other reasons why Mario will be concerned at the price action in Italian Government Bonds (BTPs).