Top Articles

  • A closer look at River Green and CMBS losses
  • SRTs not sounding any alarms - despite the headlines
  • BoE: A historic vote and a hawkish cut
  • CLO value emerges ahead of likely autumn surge
  • US labour market data busts benign macro narrative
  • US corporate hybrids gain momentum after ratings shift
  • Should investors care about negative swap spreads?
  • US-EU deal welcome news in markets with little room for error
  • New issuers add welcome depth to UK RMBS
  • UK by the numbers: breaking down the latest ONS stats
Funds
Strategies
Insights
People
Pages

Services

  • Asset management
  • Wealth management

Quick links

  • Vontobel Wealth
  • Vontobel Markets
  • deritrade
  • cosmofunding
  • EAMNet
TwentyFour AM logo
  • All Blogs
  • Contact us
Search

Insights Topic

Banks

A historic vote and a hawkish cut
8 Aug 2025 TwentyFour Blog

BoE: A historic vote and a hawkish cut

The Bank of England (BoE) delivered a widely expected 25bp cut on Thursday, taking interest rates to a two-year low of 4%. But the real story was in the balance of views on the Monetary Policy Committee (MPC), which for the first time in its 28-year history had to conduct two rounds of voting and has forced markets to reassess the path of future rate cuts.
Read more
UK banks shrug off tariffs and fiscal concerns with higher margins
1 Aug 2025 TwentyFour Blog

UK banks shrug off tariffs and fiscal concerns with higher margins

Over the last week or so, the major UK banks have been reporting results for the first six months of 2025. Considering the noise around the UK’s fiscal situation and some softening in broader macroeconomic conditions, these releases offer another valuable data point for analysing the health of the UK economy and the operating environment of UK banks.
Read more
SRTs not sounding any alarms - despite the headlines
30 Jun 2025 TwentyFour Blog

SRTs not sounding any alarms - despite the headlines

Last Friday, the European Banking Authority (EBA) published its semi-annual Risk Assessment Report. It is always a good read, as it provides a summary of trends in the banking sector and highlights risks that might be emerging in parts of the banking system.
Read more
Patchy UK labour data strengthens case for BoE cuts
10 Jun 2025 TwentyFour Blog

Patchy UK labour data strengthens case for BoE cuts

The latest Labour Market Overview published by the UK’s Office for National Statistics (ONS) on Tuesday morning has raised eyebrows, with some metrics seemingly having deteriorated quite rapidly versus last month.
Read more
ECB preview: Is this the bottom for monetary policy rates?
2 Jun 2025 TwentyFour Blog

ECB preview: Is this the bottom for monetary policy rates?

The European Central Bank (ECB) will be alone this week in delivering its latest monetary policy decision, with the next Federal Reserve, Bank of England and Bank of Japan meetings not until the week commencing June 16.
Read more
European banks bullish despite tariff uncertainty
12 May 2025 TwentyFour Blog

European banks bullish despite tariff uncertainty

European banks are coming to the end of the Q1 2025 reporting season, and on the surface there are multiple headwinds to contend with.
Read more
Three conclusions from a chaotic week for markets
14 Apr 2025 TwentyFour Blog

Three conclusions from a chaotic week for markets

Last week was one of the most volatile on record. President Trump's announcement of a 90-day pause in reciprocal tariffs for every country bar China sparked one of the largest rallies in equity indices in recent history.
Read more
 European banks show no sign of funding stress in tariff sell-off
7 Apr 2025 TwentyFour Blog

European banks show no sign of funding stress in tariff sell-off

With the market focus over the last week or so being firmly on equities and credit spreads, it is worth zooming in on developments in the European bank credit default swap (CDS) market.
Read more
The growing appeal of Significant Risk Transfer in private credit
4 Apr 2025 TwentyFour Blog

The growing appeal of Significant Risk Transfer in private credit

While much of the focus in private credit has been on direct lending, Significant Risk Transfer (SRT) is emerging as a compelling alternative. What began as a regulatory tool is now gaining traction with a growing investor base, as banks look to optimise capital and issuance reaches record highs.
Read more
Reciprocal tariffs, but not as we know them
3 Apr 2025 TwentyFour Blog

Reciprocal tariffs, but not as we know them

“Liberation Day” has landed, and not with a whimper. In extraordinary scenes in the Rose Garden of the White House, President Trump held up a board outlining the level of tariffs the US will impose on countries around the world, and in most cases they were worse than worst-case expectations.
Read more
  Gilts in precarious spot with UK at economic crossroads
27 Mar 2025 TwentyFour Blog

Gilts in precarious spot with UK at economic crossroads

With the recent economic spotlight dominated by President Trump’s rhetoric and Germany’s blockbuster fiscal expansion plans, Wednesday brought the UK back into focus with the latest round of inflation data and the Spring Statement from the Chancellor, Rachel Reeves.
Read more
AT1s: Deutsche Bank loses by split decision
21 Mar 2025 TwentyFour Blog

AT1s: Deutsche Bank loses by split decision

Contentious call decisions from high profile issuers can provoke a fair bit of debate and emotion among participants in the Additional Tier 1 (AT1) market, and Deutsche Bank has put itself in the spotlight by announcing it will be calling only one of two AT1 bonds approaching their call dates.
Read more
  • Load More
Follow us

Footer menu > blog.twentyfour

  • Glossary
  • Privacy & Cookies
  • Regulatory
  • Terms & Conditions