All insights
That shrinking feeling: Money supply tightens as rate hikes feed through
Following the recent publication of the European Central Bank's monthly “Monetary Developments in the Euro Area” report, Felipe Villarroel takes a deep dive into how this report evidences the impact that successive rate hikes are having on the economy
Pause for thought: Was this the BoE's final rate hike?
Are central banks now at a point where they are done with hiking cycles and are we seeing a positive outcome for fixed income?
Deals come thick and fast in European ABS after summer recess
The European ABS market is making a strong comeback post-summer, witnessing two of the busiest weeks in over a decade, driven by robust demand.
Fed rates held: Goldilocks is in the building
Eoin Walsh shares his thoughts following last night's statement from the Federal Reserve, concluding that for now while treasury yields aren’t helping, credit looks attractive based on the rosy economic forecasts.
ECB: That's All Folks?
Felipe Villarroel argues that it will not be long before we see yields in fixed income assets at levels markedly above spot inflation which could translate in investors racing to lock in those yields.
Growing signs that the UK labour market is weakening
The labour market has been one of the major headaches the Bank of England has had to deal with in their battle against inflation. Yesterday the ONS released their monthly labour market update and although some of those headaches’ causes are not abating, there are others that are actually showing signs of progress.