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Inflation

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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Stubborn inflation, cheaper gilts
TwentyFour Blog | Read | 3 min 26 May 2023

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.

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Reasons for Optimism in the CPI Report
TwentyFour Blog | Read | 2 min 11 May 2023

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.

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Financial conditions tighten further but could have been worse
TwentyFour Blog | Read | 2 min 9 May 2023

Financial conditions tighten further but could have been worse

Following the publication of the Senior Loan Officer Opinion Survey, Felipe Villarroel highlights what caught our attention in the report and if it signals further tightening of financial conditions.

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TwentyFour Blog | Read | 3 min 5 Apr 2023

Tighter financial conditions might herald end to rate hikes

Is the end of rate hikes near for the US? Concerns over regional banks and a weakening labour market are raising questions about the Fed's next move.

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TwentyFour Blog | Read | 15 min 6 Dec 2022

The Rodney Blog 2023: A return to returns

In our annual ‘Rodney Blog’, Eoin Walsh says that with rates now offering both yield and downside mitigation, and credit yields at near-decade highs, fixed income investors could enjoy strong returns in 2023

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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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Hint of cooling inflation can restore stability
TwentyFour Blog | Read | 3 min 14 Nov 2022

Hint of cooling inflation can restore stability

With a US inflation print finally coming in below expectations, can investors start to picture decent returns again? Or will this latest relief rally prove another false dawn?

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ECB echoes subtle change in central bank tone
TwentyFour Blog | Read | 3 min 27 Oct 2022

ECB echoes subtle change in central bank tone

While central banks remain committed to battling inflation with big rate hikes, George Curtis detects a clear change in tone which has seen market expectations of terminal rates tumble in recent days.

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Are BBBs still the place to be?
TwentyFour Blog | Read | 3 min 7 Oct 2022

Are BBBs still the place to be?

With rates volatility persisting and developed markets likely sliding toward recession, Jack Daley revisits our research on BBB defaults and returns and explains why we tend to maintain a significant allocation to BBB credit.

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24_2022-09-26_Second_Blog_Teaser
TwentyFour Blog | Read | 3 min 26 Sep 2022

UK learns confidence needs communication

With the UK’s mini-Budget sending its currency and bonds into freefall, Gordon Shannon says both the government and the Bank of England need to learn the importance of communication with the markets.

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What does market turmoil mean for UK economy?
TwentyFour Blog | Read | 3 min 26 Sep 2022

What does market turmoil mean for UK economy?

With reaction to the UK’s mini-budget roiling markets for a second day, Felipe Villarroel looks at what higher rates and a weaker currency mean for the UK economy.

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