Fed minutes: A tale of two camps
What do the release of the Fed minutes tell us about the forward path for monetary policy? Danny Zaid argues that for market participants looking for clarity, the minutes, provide more questions than answers.
Prime on the menu
Last week saw three UK Prime RMBS deals served up to ABS investors, the most liquid part of the European ABS market. In our latest blog we hear from Douglas Charleston who analyses these recent deals and what it means for this market segment.
The EBA says a little and a lot
Two months have now passed since the Swiss regulator’s decision to controversially write down Credit Suisse AT1s. Dillon Lancaster looks at possible European Banking Authority reforms and what it means for the sector?
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.