ABS
Exclusive Credit Compass: A French reckoning
While the French event risk surrounding the budget negotiations and upcoming presidential elections were no surprise, we suspect few anticipated such a rapid reaction.
Exclusive Credit Compass: The wall of worry strikes back
Not impervious after all. European credit markets have displayed a great amount of resilience so far this year.
Exclusive Credit Compass: Rockets ships in reverse
As we entered 2026 it seemed almost impossible to imagine a situation where the US federal Reserve would be hiking rates.
Exclusive ABS Comment: Heavy supply tests softer market conditions
Several deals priced this week, but indicators point to softer market conditions and some supply congestion.
Exclusive Credit Compass: A ‘then and now’ conundrum
Ten-year US Treasury yields continue to push towards the 5% level as investors grapple with higher oil prices, persistent inflation and fiscal concerns.
Exclusive ABS Comment: Busy, but not bottlenecked
It’s yet another busy week in ABS primary, but it sure feels busy even by September’s standards.