Structured Finance
Our structured finance research page offers in-depth insights into market trends across traditional sectors, including ABS, RMBS, CMBS, CLOs, and other structured credit, together with coverage of complex, non-traditional transactions that draw on multidisciplinary expertise.
European Structured Finance Outlook 2026: Tailwinds Pending
European securitization issuance could remain high in 2026, at about €160 billion, given a broadening base of sellers, a better outlook for many areas of underlying lending, the greater use of securitization for risk transfer, and an expanding array of assets being used to collateralize transactions. The final state of the EU's regulatory reboot of the securitization market should become clearer in 2026. While most of the proposed changes are positive, the trilogue authorities will continue to negotiate on various aspects throughout the year, so there may yet be further developments that are less supportive.
The State Of The Consumer: Will Cracks Worsen For Economic Giants China And The U.S.?
Consumer spending—the backbone of U.S. economic growth and an increasingly critical driver for China—faces mounting challenges in 2026. U.S. consumption growth is projected to slow to 2.0%, pressured by weaker real incomes, a softening labor market, and higher debt burdens, despite strong household balance sheets and temporary tax refund boosts. In China, modest income gains, property market stress, and limited policy support point to continued subdued consumption, leaving exports to shoulder growth. While upside surprises are possible if housing markets stabilize or fiscal support expands, structural headwinds suggest both economies will struggle to rely on consumers as engines of growth next year.
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