A Crédit Agricole CIB survey of 118 investors found little conviction over what 2025 holds, from the direction of US monetary policy to the outlook for covered bonds. And with valuations across senior and subordinated bank ...
2025 – The only way is down? Macro risks trump technicals in CACIB investor survey
From Crédit Agricole CIB
Nordic banks are among the best positioned in Europe to ride out the uncertainties facing the banking sector in 2023, according to Crédit Agricole CIB bank analysts Gwenaëlle Lereste and Pascal Decque, highlighting the ...
Nordic Bank Day: Safe haven picks for 2023
From Crédit Agricole CIB
While GSS bonds have hitherto represented a way for issuers and investors to engage on sustainability, ESG is being integrated more broadly and deeply into their strategies. Regulatory initiatives are furthering this move, ...
CACIB’s 2nd ESG Bank Day: Greening the business model
From Crédit Agricole CIB
Pre-funding by banks and a pick-up in insurance issuance, as well as developments in the ESG space and liability management, could see the prospects for financial institutions activity improve in the second half of the year, ...
Positioning for H2
From Crédit Agricole CIB
The US may be taper-whispering, but the European Central Bank cannot return to its pre-pandemic level of bond buying until at least the end of 2022, even if the recovery continues, argues Crédit Agricole CIB Eurozone ...
Too soon to talk about ECB tapering
From Crédit Agricole CIB
Persistent signs of a burgeoning US recovery over the summer could lead to the FOMC signalling its tapering strategy as early as the August Jackson Hole central bank symposium or the September policy meeting, according to ...
Managed taper anticipated from September, wider EUR/USD XCCY
From Crédit Agricole CIB
Among the fundamental characteristics intuitively attributed to a hybrid instrument, a correlation with related equity performance is one of the most oft-cited. But while a strong correlation with share prices may appear ...
Demystifying equity and AT1 correlation
From Crédit Agricole CIB
The ECB’s comprehensive and diversified response to the Covid-19 crisis has proven effective in providing relief in the sovereign, corporate and banking spheres, and the central bank appears ready to act further, says ...
ECB tools effective, but Eurozone differences must be addressed
From Crédit Agricole CIB
After a surprising 2019, what does the year ahead hold in store for euro credit markets, notably bank debt? Vincent Hoarau, head of FI syndicate at Crédit Agricole CIB, suggests that geopolitical developments hold risks for ...
Complacency a key risk to primary in 2020
From Crédit Agricole CIB
