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.
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TwentyFour
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.
Financial conditions tighten further but could have been worse
Following the publication of the Senior Loan Officer Opinion Survey, Felipe Villarroel highlights what caught our attention in the report and if it signals further tightening of financial conditions.
ECB’s bank lending survey shows a slowing economy but no crisis
Following the release of the ECBs bank lending survey Felipe Villarroel looks at the response from the banking sector and the wider implications for credit conditions.
CLO performance in 2023, what's next?
European Asset Backed Securities has been one of the few asset classes that has showed positive performance this year, Aza Teeuwen answers the million dollar question, how do you position for this?
European banks continue to deliver, on earnings and calls
As earnings season kicks off in Europe, Eoin Walsh looks at what impact, if any, recent volatility in the banking sector has had on European banks.
High yield supply points to buoyant market
In the last few weeks the high yield primary market has seen a resumption of issuance which Portfolio Manager George Curtis believes points to a relatively buoyant market.