5 Apr 2023 TwentyFour Blog 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
4 Apr 2023 TwentyFour Blog Negative credit migration calls for caution Despite the recent volatility in the banking sector, corporate credit has remained strong. Pierre Beniguel looks at the interesting rating action which caught attention last week. Read more
31 Mar 2023 TwentyFour Blog European Banking crisis fears overdone? With headlines suggesting that deposit outflows in the banking sector are causing concern, Felipe Villarroel looks at the data which suggests that European banks remain resilient. Read more
30 Mar 2023 TwentyFour Blog Funding, capital and ABS as financial market stability tool Douglas Charleston looks at the wider implications of recent bank sector volatility and the opportunities it presents for credit investors. Read more
28 Mar 2023 TwentyFour Blog What is in the price of AT1s after the sell off? After a volatile few days in bank capital, Felipe Villarroel looks at how AT1s are pricing after the sell off. Read more
24 Mar 2023 TwentyFour Blog Central Banks have tools to handle volatility in the banking sector Volatility in banking has dented consumer confidence. Felipe Villarroel explores if central banks have the will and the tools to safeguard financial stability amidst the recent issues with Credit Suisse and regional US banks. Read more
24 Mar 2023 TwentyFour Blog The ESG technical is very strong Johnathan Owen looks at the ECB’s plans to ‘green’ their asset purchasing program going forward, and what this could mean for credit spreads. Read more
22 Mar 2023 TwentyFour Blog How have AT1s traded this week The events that unfolded over the weekend were sure to make for some volatile trading sessions in the Additional Tier 1 (AT1) market this week. Read more
20 Mar 2023 TwentyFour Blog Rules of the game - from Swiss finish to finished Swiss regulators' decision to bail out Credit Suisse equity holders while wiping out AT1 debtholders will see long-term effects on bank debt markets and likely legal action says Eoin Walsh Read more
20 Mar 2023 TwentyFour Blog Bank of England joins the ECB on hierarchy The Bank of England joins the European Central Bank in stating that there is a clear hierarchy when it comes to a resolution or an insolvency scenario. Read more
15 Mar 2023 TwentyFour Blog Credit Suisse - In the eye of the storm Partner Eoin Walsh explores what the potential outcome of regulatory intervention for Credit Suisse could mean as negative headlines persist for the bank. Read more
10 Mar 2023 TwentyFour Blog Idiosyncratic or wider bank issue? Deposit outflows at Silicon Valley Bank raise concerns over lending quality and mark-to-market losses, but is this a wider issue for the global banking sector? Read more