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Fed rates held: Goldilocks is in the building
TwentyFour Blog | Read | 2 min 21 Sep 2023

Fed rates held: Goldilocks is in the building

Eoin Walsh shares his thoughts following last night's statement from the Federal Reserve, concluding that for now while treasury yields aren’t helping, credit looks attractive based on the rosy economic forecasts.

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Will the Fed message soften at Jackson Hole?
TwentyFour Blog | Read | 2 min 22 Aug 2023

Will the Fed message soften at Jackson Hole?

An interesting debate, and topic that is attracting plenty of headlines given the recent volatility is where Treasury yields will ultimately settle, with a renewed focus on the neutral rate. Eoin Walsh explores the previous movements of Treasury yields and what Powell is likely to say at Jasckon Hole.

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Savings ratios diverging dynamics
TwentyFour Blog | Read | 2 min 4 Aug 2023

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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Banks have done their part – now will markets catch up
TwentyFour Blog | Read | 2 min 2 Aug 2023

Banks have done their part – now will markets catch up

Bank bonds have been amongst the best performing asset classes in fixed income over the last few months, doing their bit in proving their strength.

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Reinvestment risk growing, along with the soft landing narrative
TwentyFour Blog | Read | 3 min 19 Jul 2023

Reinvestment risk growing, along with the soft landing narrative

What level of risk are investors willing to take? As central bank rates hike and a soft landing narrative makes its way into analysts’ forecasts, Eoin Walsh takes a look at what affects this has on investment risk and reinvestment risk.

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Soft landing narrative taking hold
TwentyFour Blog | Read | 2 min 18 Jul 2023

Soft landing narrative taking hold

What sort of landing will the global economy experience? With the recent release of the US CPI report, inflation has been on a downward trend and the resilient activity data has continued to surprise many. This report has acted as a trigger of sorts for increasing calls for a soft landing.

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US debt - stuck in a vicious cycle
TwentyFour Blog | Read | 4 min 1 Jun 2023

US debt - stuck in a vicious cycle

In recent weeks the US debt ceiling has been dominating headlines with investors focused on the imminent threat of a US default which would be extremely unnerving for global markets. Johnathan Owen looks at the wider implications facing the US economy.

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Fed minutes: A tale of two camps
TwentyFour Blog | Read | 3 min 25 May 2023

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.

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US Corporate Earnings On Par
TwentyFour Blog | Read | 3 min 17 May 2023

US corporate earnings: On par

As we come to the end of a much anticipated earnings season what are the key takeaways?

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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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Labour markets continue to cool off
TwentyFour Blog | Read | 2 min 21 Apr 2023

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. 

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Bank results should see levels begin to normalise
TwentyFour Blog | Read | 2 min 17 Apr 2023

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.

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