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European Commission Communication: Recalibration rather than revolution
23 Jul 2026 TwentyFour Blog

European Commission Communication: Recalibration rather than revolution

The European Commission (EC) published a Communication last week on the competitiveness of the European Union (EU) banking sector and the single market in banking, setting out an agenda to reduce national fragmentation and simplify prudential, resolution and reporting requirements.
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TwentyFour
Softer US inflation eases rate hike pressure
15 Jul 2026 TwentyFour Blog

Softer US inflation eases rate hike pressure

US consumer price index (CPI) inflation eased more than expected in June, reducing the probability of a hike at the Federal Open Market Committee (FOMC) meeting later this month.
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TwentyFour
Can the bond market digest AI hyperscaler supply?
9 Jul 2026 TwentyFour Blog

Can the bond market digest AI hyperscaler supply?

Another week, another hyperscaler deal. Market participants have by now become accustomed to the steady flood of issuance from the large tech players as they look to build out their Artificial intelligence (AI) infrastructure to manage the ever-increasing demands for compute
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TwentyFour
Better times ahead? Assessing Germany’s new macro reforms
8 Jul 2026 TwentyFour Blog

Better times ahead? Assessing Germany’s new macro reforms

The German government has been quite an active and bold one since it took office some 15 months ago.
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TwentyFour
US banks: No stress here
30 Jun 2026 TwentyFour Blog

US banks: No stress here

Last week, the US Federal Reserve (Fed) published the results of its 2026 Dodd-Frank Act Stress Test, with all 32 large banks – including a few subsidiaries of European lenders – remaining above their minimum capital requirements under a severely adverse scenario.
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TwentyFour
SpaceX: Reading between the lines
24 Jun 2026 TwentyFour Blog

SpaceX: Reading between the lines

Elon Musk’s SpaceX has given markets a rare opportunity to test risk appetite across credit and equity in recent days, having followed its blockbuster initial public offering (IPO) with a bond market debut.
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TwentyFour
Are banks being deregulated?
22 Jun 2026 TwentyFour Blog

Are banks being deregulated?

Reading recent headlines in the financial press, in addition to recent proposals from both US and European regulators, you could be forgiven for thinking banks are undergoing a wave of deregulation.
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TwentyFour
Warsh’s debut eases independence concerns, but weakens the ‘Fed put’
18 Jun 2026 TwentyFour Blog

Warsh’s debut eases independence concerns, but weakens the ‘Fed put’

Wednesday’s Federal Reserve (Fed) press conference was one of the most eagerly awaited in a very long time. Kevin Warsh’s debut as chair, after three weeks in post, was not an easy one.
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TwentyFour
Global ABS: Eight takeaways from Barcelona
15 Jun 2026 TwentyFour Blog

Global ABS: Eight takeaways from Barcelona

Last week marked a milestone for the structured finance industry with a record 6,003 market participants gathered in Barcelona for the 30th Global Asset-Backed Securities (ABS) conference.
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TwentyFour
One hike done, but don’t bet on a long cycle
12 Jun 2026 TwentyFour Blog

One hike done, but don’t bet on a long cycle

Yesterday, the European Central Bank (ECB) delivered a widely expected 25 basis point (bp) rate hike. becoming the first major central bank in developed markets to have raised rates in response to the Iran conflict.
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TwentyFour
Italian banks step up consolidation efforts
8 Jun 2026 TwentyFour Blog

Italian banks step up consolidation efforts

The Italian banking sector has kicked off the week with news of a potentially blockbuster merger, showing the theme of mergers and acquisitions (M&A) in European banking is very much alive.
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TwentyFour
As reinvestment ends, the 2021 and 2022 vintages are testing CLO managers
4 Jun 2026 TwentyFour Blog

As reinvestment ends, the 2021 and 2022 vintages are testing CLO managers

In 2026, we are at a crucial juncture for European CLO managers. The 2021 and 2022 vintages are reaching the end of their reinvestment period. Understanding why this is significant is vital to grasping the current state of the CLO markets.
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