Stubborn inflation, cheaper gilts
Following higher than expected inflation data in the UK, Gordon Shannon looks at the knock on effects within the Gilt market and the increased pressure on the Bank of England.
Insights Topic
Banks
Fed minutes: A tale of two camps
What do the release of the Fed minutes tell us about the forward path for monetary policy? Danny Zaid argues that for market participants looking for clarity, the minutes, provide more questions than answers.
The EBA says a little and a lot
Two months have now passed since the Swiss regulator’s decision to controversially write down Credit Suisse AT1s. Dillon Lancaster looks at possible European Banking Authority reforms and what it means for the sector?
US corporate earnings: On par
As we come to the end of a much anticipated earnings season what are the key takeaways?
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.
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.
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.
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.
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.
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.
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.
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.