Covered bonds
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 Collateral treatment changes for retained covered bonds
Two relevant changes relating to (Dutch) retained covered bonds were released this week.
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 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 Austrian covered bonds: a deep dive
Behind Austria’s relatively modest share of the euro benchmark universe lies one of its more diverse covered bond markets.