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    That shrinking feeling: Money supply tightens as rate hikes feed through
    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

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UK

That shrinking feeling: Money supply tightens as rate hikes feed through
TwentyFour Blog | Read | 3 min 27 Sep 2023

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

Read more

Deals come thick and fast in European ABS after summer recess
TwentyFour Blog | Read | 2 min 22 Sep 2023

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.

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Fed rates held: Goldilocks is in the building
TwentyFour Blog | Read | 2 min 21 Sep 2023

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.

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Growing signs that the UK labour market is weakening
TwentyFour Blog | Read | 2 min 13 Sep 2023

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.

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How UK mortgages are weathering the storm?
TwentyFour Blog | Read | 4 min 31 Aug 2023

How UK mortgages are weathering the storm?

Pauline Quirin asks the question "How are UK mortgages weathering the storm?", exploring pre and post Global Financial Crisis mortgages and how the surge in rates has impacted the performance of UK RMBS.

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Poor PMI Data weigh on Soft Landing narrative
TwentyFour Blog | Read | 2 min 24 Aug 2023

Poor PMI data weigh on soft landing narrative

Felipe Villarroel shares his thoughts on the recently released preliminary PMI data, which he concludes is a reminder that the hiking cycle only started 18 months ago and there are lags that are yet to be felt in the real economy, reiterating some of his previous views.

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Savings ratios diverging dynamics
TwentyFour Blog | Read | 2 min 4 Aug 2023

Diverging dynamics in savings ratios

As governments around the world provided support in various manners during the pandemic, savings ratios increased to levels that were twice as large as the previous all time highs in some countries. Felipe Villarroel takes a look at some countries' spending vs savings monthly data patterns and lays out what he thinks this means for fixed income investors.

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Banks have done their part – now will markets catch up
TwentyFour Blog | Read | 2 min 2 Aug 2023

Banks have done their part – now will markets catch up

Bank bonds have been amongst the best performing asset classes in fixed income over the last few months, doing their bit in proving their strength.

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BoE stress test shows resilience of the UK RMBS market
TwentyFour Blog | Read | 3 min 1 Aug 2023

BoE stress test shows resilience of the UK RMBS market

Elena Rinaldi lays out analysis from the team's recreation of the BoE's bank stress test from a mortgage default and loss point of view, applying it to a benchmark UK RMBS BBB-rated bond. Ultimately finding that this type of analysis gives us confidence that the UK RMBS market can withstand stresses beyond those applied by the BoE.

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 PMIs Below Expectations in Europe and the UK
TwentyFour Blog | Read | 1 min 24 Jul 2023

PMIs Below Expectations in Europe and the UK

Felipe Villarroel looks at the preliminary numbers for July PMI Manufacturing and PMI Services data, and how from a markets point of view, he thinks volatility will remain in place while both rates and spreads should trade in a range as we await for more clarity on whether inflation will allow Central Banks to pause and the extent of the slowdown in H2, particularly considering August is looming.

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Reinvestment risk growing, along with the soft landing narrative
TwentyFour Blog | Read | 3 min 19 Jul 2023

Reinvestment risk growing, along with the soft landing narrative

What level of risk are investors willing to take? As central bank rates hike and a soft landing narrative makes its way into analysts’ forecasts, Eoin Walsh takes a look at what affects this has on investment risk and reinvestment risk.

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Blurred Lines
TwentyFour Blog | Read | 4 min 30 May 2023

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.

Read more

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