All insights
BBVA take a significant step forward for AT1s
BBVA have announced they are issuing a new AT1. What does this mean for the market? Eoin Walsh believes this could be the catalyst investors have been waiting for to help AT1 spreads grind tighter.
A busy week ahead for central banks
What can we expect from central banks this week? Felipe Villarroel looks at how recent CPI prints in the Eurozone and in the United States are expected to influence upcoming central bank monetary policy decisions.
European consumers not expecting a hard landing
What have we learnt from the ECB’s Consumer Expectations Survey? Felipe Villarroel discusses how latest changes in the consumer’s expectations of the economy reflect that the ECB’s monetary policy is actually working.
US debt - stuck in a vicious cycle
In recent weeks the US debt ceiling has been dominating headlines with investors focused on the imminent threat of a US default which would be extremely unnerving for global markets. We look at the wider implications facing the US economy.
Blurred Lines
There has been a noticeable pick up in the European ABS new issuance market this year, with demand far outstripping supply. John Lawler looks at what makes a UK RMBS deal ‘Prime’, and why not all deals are the same.
Stubborn inflation, cheaper gilts
Following higher than expected inflation data in the UK, Gordon Shannon looks at the knock on effects within the Gilt market and the increased pressure on the Bank of England.