TwentyFour Blog

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.

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.

Following the release of the ECBs bank lending survey Felipe Villarroel looks at the response from the banking sector and the wider implications for credit conditions.

European Asset Backed Securities has been one of the few asset classes that has showed positive performance this year, Aza Teeuwen answers the million dollar question, how do you position for this?

As earnings season kicks off in Europe, Eoin Walsh looks at what impact, if any, recent volatility in the banking sector has had on European banks. 

In the last few weeks the high yield primary market has seen a resumption of issuance which Portfolio Manager George Curtis believes points to a relatively buoyant market.

Partner and Portfolio Manager Felipe Villarroel looks at new labour market data from the US and why this is good news for the Fed. 

With the US bank earning season having begun last Friday, Dillon Lancaster believes this could be a catalyst to help spreads begin to recover.

In his latest blog, Gary Kirk provides his assessment of the recently published Q1 Credit Conditions Survey by the Bank of England and what this means for the wider economy.

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.

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.

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.