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Fixed Income

European consumers not expecting a hard landing
TwentyFour Blog | Read | 2 min 8 Jun 2023

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.

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US debt - stuck in a vicious cycle
TwentyFour Blog | Read | 4 min 1 Jun 2023

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. Johnathan Owen looks at the wider implications facing the US economy.

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European banks continue to deliver, on earnings and calls
TwentyFour Blog | Read | 3 min 27 Apr 2023

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. 

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First results from great QT experiment are positive
TwentyFour Blog | Read | 3 min 17 Jan 2023

First results from great QT experiment are positive

With many market participants fearing the impact of quantitative tightening (QT), Johnathan Owen looks at one central bank’s early experience of actively selling bonds to investors.

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AroundTown: bad call
TwentyFour Blog | Read | 3 min 8 Dec 2022

AroundTown: bad call

In our latest blog, Pierre Beniguel looks at the implications of AroundTown’s corporate hybrid non-call and the shock announcement that it will also consider deferring coupon payments.

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Nationwide deal highlights surge in ABS interest and income
TwentyFour Blog | Read | 2 min 7 Dec 2022

Nationwide deal highlights surge in ABS interest and income

Higher rates mean the income available on AAA RMBS bonds is eight times what it was at the start of this year, and growing demand for this floating rate asset class is clear, says Kevin Law.

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Labour market the driving force for the Fed
TwentyFour Blog | Read | 3 min 1 Dec 2022

Labour market the driving force for the Fed

Following Chairman Powell’s speech last night, George Curtis looks at what the latest labour market data means for the Fed’s war on inflation.

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TwentyFour Blog | Read | 3 min 1 Nov 2022

UK risk premium looks too steep with stability restored

With Rishi Sunak and Jeremy Hunt leading a more fiscally conservative UK government, Johnathan Owen checks in on sterling asset valuations and argues the UK premium is overcompensating for underlying risks.

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Will high yields stay high? Teaser
TwentyFour Blog | Read | 2 min 23 Jun 2022

Will high yields stay high?

For all of these observations, there is one common observation – yields did not stay at these high levels for very long.

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What has driven yields higher – rates or credit size
TwentyFour Blog | Read | 2 min 24 May 2022

What has driven yields higher – rates or credit?

With investors having endured a painful period of rising yields in 2022, Mark Holman looks at whether rates weakness or credit spread widening has been most to blame.

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Just how healthy is the consumer?
TwentyFour Blog | Read | 4 min 19 May 2022

Just how healthy is the consumer?

Consumers are being hit from seemingly all angles at the moment. Higher interest rates are coming, higher inflation is already hitting their pockets hard and economic growth is expected to slow.

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Even in recession, defaults will be lower than previous cycles Teaser
TwentyFour Blog | Read | 3 min 16 May 2022

Even in recession, defaults will be lower than previous cycles

The vast majority of the high yield universe used the attractive funding conditions last year to term out their maturity profiles. In fact, 2022 maturities in both US and European high yield equate to just 1% of their respective indices.

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