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Banks

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

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Pause for thought: Was this the BoE's final rate hike?
TwentyFour Blog | Read | 2 min 25 Sep 2023

Pause for thought: Was this the BoE's final rate hike?

Are central banks now at a point where they are done with hiking cycles and are we seeing a positive outcome for fixed income?

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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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Record UK Residential Rent Increases and Equity Injections
TwentyFour Blog | Read | 4 min 19 Sep 2023

Record UK residential rent increases and equity injections

Aza Teeuwen takes a deep dive into the recent reports and press coverage on record residential rent increases by UK landlords, equity injections into RMBS and how they might be helping to reduce refinancing risks.

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That's all folks
TwentyFour Blog | Read | 3 min 15 Sep 2023

ECB: That's All Folks?

Felipe Villarroel argues that it will not be long before we see yields in fixed income assets at levels markedly above spot inflation which could translate in investors racing to lock in those yields.

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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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ECB's turn to skip?
TwentyFour Blog | Read | 2 min 11 Sep 2023

ECB’s turn to skip?

Dillon Lancaster comments on the divergence in views from ECB members, and whether the end of the week will see a 'skip' or 'hawkish pause'. He believes either outcome is not likely to have a huge effect on the market.

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New Issues highlight value opportunities in Fixed Income
TwentyFour Blog | Read | 2 min 4 Sep 2023

New issues highlight value opportunities in fixed income

Pierre Beniguel gives his thoughts on some of the deals that have caught his eye from the reopening of the primary market after a quiet summer.

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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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Labour markets show encouraging signs of progress
TwentyFour Blog | Read | 2 min 30 Aug 2023

Labour markets show encouraging signs of progress

Felipe Villarroel takes a look at what progress, if any, has been made in the labour market and how this resonates with the Fed's projection of labour markets easing while not experiencing a major disruption.

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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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