17 Apr 2023 TwentyFour Blog 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. Read more
14 Apr 2023 TwentyFour Blog UK Credit Conditions 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. 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
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
14 Feb 2023 TwentyFour Blog UK consumer caution bad for growth, but good for bonds With UK consumers holding on to more of their pandemic-era savings than their US counterparts, Felipe Villarroel looks at what it means for bond investors. Read more
5 Jan 2023 TwentyFour Blog Is pricing AT1s to call back in vogue? With the reopening of primary bond markets in Europe being met with strong demand, the AT1 market is seeing an overdue shift away from pricing to perpetuity, says Eoin Walsh Read more