4 Jan 2024 TwentyFour Blog Markets take a breather after a frenetic end to 2023 The solid end to 2023 for financial markets has influenced a positive start to 2024. Read more
21 Dec 2023 TwentyFour Blog European bank capital requirements – steady as it goes The ECB's annual SREP results revealed a resilient European banking sector. Jakub Lichwa discusses that despite facing headwinds in 2023, the overall scores for 106 institutions remained steady at 2.6, with 71% of these institutions maintaining their scores, while 15% showed improvement. Read more
20 Dec 2023 TwentyFour Blog Beyond The Subprime Crisis: Decrypting the European and US RMBS Markets The tightening of monetary policy has given rise to concerns about the health of mortgage markets due to higher interest rates , leading to questions about the expected resilience of residential mortgage-backed securities (RMBS). Read more
14 Dec 2023 TwentyFour Blog Why the bond rally means staying in cash could cost you even more The direction of monetary policy rates going forward is more clear, following the Federal Reserve's release of its new summary of economic projections and the dovish remarks of Jerome Powell. Read more
12 Dec 2023 TwentyFour Blog Squeezed: The upshot of the Fed’s quantitative tightening program Following October’s encouraging US CPI report and the subsequent comments from Federal Reserve officials, financial markets now anticipate that the Fed has completed its rate hiking cycle having reached terminal rates. Read more
8 Dec 2023 TwentyFour Blog China: It is now imperative the government sorts out its problems The Chinese economy has experienced a lot of volatility in 2023. Read more
7 Dec 2023 TwentyFour Blog Fixed Income outlook 2024: strong returns ahead After a horrible year for financial markets in 2022, the macro-outlook for 2023 had a lot of consensus views, with most predicting a much better year ahead, helped by supportive rate cuts from central banks and positive returns from both government bonds and credit. Read more
5 Dec 2023 TwentyFour Blog First cut now in sight as interest-rate hikes come to an end The cuts are coming as the cycle of interest-rate hikes ends. In his latest blog, George Curtis discusses how falling inflation, weaker job reports, and signs of a European recession are reshaping expectations for interest rates. Read more
4 Dec 2023 TwentyFour Blog Ford’s upgrade helps the US high-yield market to motor Ford reclaims its investment-grade status after almost four years in high-yield territory. Chris Holman's latest blog reveals why this isn’t just a win for the car company and will have a positive impact on the entire US high-yield market. Read more
1 Dec 2023 Market Update TwentyFour Advent Calendar 2023 The TwentyFour Advent Calendar is a collection of 24 stats telling the story of fixed income and markets this year. The calendar covers everything from interest-rate rises and record bond issuance to falling house prices and disappearing banks. Read more
30 Nov 2023 TwentyFour Blog CLO metrics remain robust as leveraged loans beat expectations Recently, our credit experts delved into the performance of the high-yield market, revealing how the maturity wall does not seem to be a significant challenge for most companies. Read more
29 Nov 2023 TwentyFour Blog Shop till you drop? What the holiday season tells us about US consumer health As we dive into the festive season, recent retail sales hint at a mixed bag for US retailers. In his latest blog, David Norris tells us what it all means for the health of the consumer and guides us through the latest events. Read more