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Europe

CLO metrics remain robust as leveraged loans beat expectations
30 Nov 2023 TwentyFour Blog

CLO metrics remain robust as leveraged loans beat expectations

Recently, our credit experts delved into the performance of the high-yield market, revealing how the maturity wall does not seem to be a significant challenge for most companies.
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Eurozone and UK PMIs showing signs of life
24 Nov 2023 TwentyFour Blog

Good but not perfect: European and UK PMIs beat expectations

Yesterday unveiled the latest Manufacturing and Services PMIs in Europe, bringing a mix of economic news. Dive into the results with Felipe Villarroel as he looks at the numbers and what they mean for central banks in the battle against inflation.
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Far-right leader wins Dutch election but markets remain calm
23 Nov 2023 TwentyFour Blog

Far-right leader wins Dutch election but markets remain calm

The Dutch elections took an unexpected turn as it looks like Geert Wilders' Freedom Party (PVV) will gain 20 seats and become the largest party with 37 of 150 seats.
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Fundamentals show European banks well set up as bonds are still cheap
27 Oct 2023 TwentyFour Blog

Fundamentals show European banks well set up as bonds are still cheap

Whilst bank debt has recovered from the contagion of the US regional banking crisis and the Credit Suisse write down event earlier this year, many bonds are still trading wider than they were at the beginning of the year.
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The ECB Hiking Cycle is Likely to be Over
25 Oct 2023 TwentyFour Blog

The ECB hiking cycle is likely to be over

Yesterday, market participants received two important reports about the state of the economy in the Eurozone. Firstly, the October Markit PMI – Purchasing Managers’ Index - reports showed a continued deterioration in growth in the manufacturing as well as the services sector.
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Examine case research
13 Oct 2023 TwentyFour Blog

Examined: the case for fixed income in a hard or soft landing

Fixed income investors have gone through a stressful few weeks. Since the beginning of September, government bond yields have moved sharply higher, causing spreads to widen and returns to worsen across the board. 
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That shrinking feeling: Money supply tightens as rate hikes feed through
27 Sep 2023 TwentyFour Blog

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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That's all folks
15 Sep 2023 TwentyFour Blog

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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ECB's turn to skip?
11 Sep 2023 TwentyFour Blog

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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Poor PMI Data weigh on Soft Landing narrative
24 Aug 2023 TwentyFour Blog

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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Savings ratios diverging dynamics
4 Aug 2023 TwentyFour Blog

Diverging dynamics in savings ratios

As governments around the world provided support in various manners during the pandemic, savings ratios increased to levels that were twice as large as the previous all time highs in some countries. Felipe Villarroel takes a look at some countries' spending vs savings monthly data patterns and lays out what he thinks this means for fixed income investors.
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ECB's bank lending survey has something for everyone
27 Jul 2023 TwentyFour Blog

ECB's bank lending survey has something for everyone

Felipe Villarroel gives an overview of what he believes to be important features of the survey, reflecting on both the good and the bad news.
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