Credit

Exclusive Credit Compass: Buyers wanted
Despite the latest chapter in the ongoing AI saga, the main story in fixed income markets last week was the renewed pressure on France.
Research

Exclusive Focus on ABS: Provisional agreement reached on securitisation reforms
EU policymakers reached a provisional political agreement on the securitisation review following the fourth trilogue round
Update

Exclusive Bank Earnings Calendar 3Q26
With Nordea Bank having kicked off earnings season last week and BAWAG having reported this morning, 3Q26 reporting is set to accelerate in the coming two weeks.
Research

Exclusive Credit Compass: From Washington to Westminster
Artificial Intelligence is apparently both a threat and a saviour, depending on which part of the trading day or week you ask.
Update

Exclusive ABS Comment: ABS primary presses on
Higher oil prices, rising rates, a hawkish ECB, sovereign concerns centred on France in addition to persistent heavy supply contributed to wider credit spreads recently.
Update

Exclusive Covered Bond Comment: Playing it short
Update