European banking M&A gathering pace
The TwentyFour Blog
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1w ago
Recently, BBVA announced that it had approached the management of Banco Sabadell, to explore a possible merger between both entities, with BBVA also appointing advisers for this purpose ..read more
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Not much change at the Fed – so, what now?
The TwentyFour Blog
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1w ago
The Federal Open Market Committee (FOMC) meeting was a relatively uneventful one, but there are a few points worth highlighting ..read more
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Don't miss out on scarcity premium in AT1s
The TwentyFour Blog
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1w ago
The first four months of this year have seen €11.6bn in gross Additional Tier 1 (AT1) issuance from European banks, across euros, dollars and sterling markets ..read more
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The alternative: AAA CLOs
The TwentyFour Blog
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1w ago
Following an incredible 2023, collateralised loan obligation (CLO) investors are again having a great year with the asset class outperforming the more traditional asset classes ..read more
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Volatility resurfaces this week
The TwentyFour Blog
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3w ago
Volatility made an unwanted come back this week. A combination of rising tensions in the Middle East, strong Consumer Price Index (CPI) and labour market data in the US in previous days, and markets that looked somewhat expensive in certain sectors, all conspired to cause a widening in spreads and a correction in equity prices ..read more
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Small miss for Enel, big step for the sector
The TwentyFour Blog
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3w ago
Following yesterday’s release of Italian energy company Enel's 2023 annual sustainability report, it was confirmed that they had failed to meet the emissions reduction key performance indicator (KPI) linked to a number of their sustainability linked bonds (SLBs ..read more
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Don't forget about money supply measures M1 and M2
The TwentyFour Blog
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3w ago
Money supply measures such as M1 and M2 enjoyed a relatively brief period of fame and glory just after the pandemic ..read more
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Labour markets strength continues
The TwentyFour Blog
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1M ago
Labour market data in the US was stronger than expected on Friday. US Treasuries reacted accordingly with a 10 bps sell-off with Gilts and Bunds moving in the same direction but in a calmer fashion ..read more
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Thames Water – A fluid situation
The TwentyFour Blog
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1M ago
We previously blogged about Thames Water in July last year but it’s rapidly refloated to the top of UK credit market concerns. Following more recent events, where do we think Thames Water go from here ..read more
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CPI surprises again on the upside
The TwentyFour Blog
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1M ago
The US Consumer Price Index (CPI) surprised on the upside for the third month in a row. There was nowhere to hide in the release with a majority of sub categories and sub aggregates posting worse numbers than expected ..read more
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