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. Read more
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. Read more
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. Read more
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. Read more
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. Read more
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 Read more
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. Read more
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? Read more
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. Read more
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. Read more
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. Read more
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. Read more