17 May 2023 TwentyFour Blog US corporate earnings: On par As we come to the end of a much anticipated earnings season what are the key takeaways? Read more
16 May 2023 TwentyFour Blog 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. Read more
11 May 2023 TwentyFour Blog 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. Read more
4 May 2023 TwentyFour Blog 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. Read more
27 Apr 2023 TwentyFour Blog 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. Read more
21 Apr 2023 TwentyFour Blog Labour markets continue to cool off Partner and Portfolio Manager Felipe Villarroel looks at new labour market data from the US and why this is good news for the Fed. Read more
17 Apr 2023 TwentyFour Blog Bank results should see levels begin to normalise With the US bank earning season having begun last Friday, Dillon Lancaster believes this could be a catalyst to help spreads begin to recover. Read more
14 Apr 2023 TwentyFour Blog UK Credit Conditions In his latest blog, Gary Kirk provides his assessment of the recently published Q1 Credit Conditions Survey by the Bank of England and what this means for the wider economy. Read more
31 Mar 2023 TwentyFour Blog European Banking crisis fears overdone? With headlines suggesting that deposit outflows in the banking sector are causing concern, Felipe Villarroel looks at the data which suggests that European banks remain resilient. Read more
30 Mar 2023 TwentyFour Blog Funding, capital and ABS as financial market stability tool Douglas Charleston looks at the wider implications of recent bank sector volatility and the opportunities it presents for credit investors. Read more
28 Mar 2023 TwentyFour Blog What is in the price of AT1s after the sell off? After a volatile few days in bank capital, Felipe Villarroel looks at how AT1s are pricing after the sell off. Read more
24 Mar 2023 TwentyFour Blog Central Banks have tools to handle volatility in the banking sector Volatility in banking has dented consumer confidence. Felipe Villarroel explores if central banks have the will and the tools to safeguard financial stability amidst the recent issues with Credit Suisse and regional US banks. Read more