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Workshop A: Year-end rally or fatigue ending: What to expect for Q4/25?
18 Sept 2025
STREAM II (Auditorium II)
STREAM II
Hosted by: DZ BANK
- How much more covered bond supply can investors expect in the last quarter?
- Will the usual pressure on SSAs push covered bond spreads wider, or is this year different?
- What to expect from a pick-up in mortgage loan growth and a further uptick in redemptions in 2026?
- End of the ECB’s rates cycle: How attractive is the ultra-long end of the curve towards year-end?
