Published On: May 14th, 2025Categories: Trade Ideas
European AT1 bonds are regaining momentum as yields stabilize in the 6-9% range and confidence returns following the recent sell-off triggered by Trump’s “explosive” policy shift. While extension and coupon risks remain closely tied to issuer reputation and reset dynamics, robust capital buffers and renewed investor demand support a selective long stance. This flash note explores structural developments, pricing trends, and regulatory signals shaping the outlook for AT1s in 2025.
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