International SF Weekly: Compromise undermines ambition?

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International SF Weekly: Compromise undermines ambition?

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International SF Weekly

Compromise undermines ambition?

Last week the primary SF market saw nearly a dozen new deals price, while the 18 May 2026

secondary market experienced continued elevated BWIC activity in CLOs and depressed Structured Finance

activity in ABS/MBS. Spreads were little changed. Issuers are taking advantage of the EMEA, APAC, LatAm

window of opportunity to place bonds on the market, while asset managers are taking ABS CMBS RMBS CLO

profit where they can and rotate into new positions. See International SF Weekly

Data Addendum: Sell while you can?, dated 18 May 2026. AlexanderInt'l Str. Fin.Batchvarov,Strategist CFA

BofA Europe (Zurich)

Commentary: EP vote may point to limited SecReg reforms +41alexander.batchvarov@bofa.com44 297 7469

On Monday, 18th May 2026, the European Parliament (EP) is expected to vote in a Altynay Davletova, CFA

plenary session the EP ECON amendments to SecReg and CRR for securitisation, Int'l MBS/ ABS Strategist

MLI (UK)

proposed last summer by EComm. If the published version of the documents subject to +44 20 7995 3968

the vote is anything to go by, we expect a tedious but uneventful trialogue in the altynay.davletova@bofa.com

autumn. Based on what we see today, the final EU securitisation regulations are unlikely Mark Nichol

Int'l CMBS/ABS Strategist

to be a game changer for SIU and EU economy. MLI (UK)

+44 20 7996 0965

RMBS: Australian consumers facing more headwinds mark.nichol@bofa.com

Dustin Walpert, CFA

Higher interest rates and inflation once again likely to put additional stress on Australian European CLO Strategist

households, with consumer sector performance likely to deteriorate mildly in coming MLI (UK) +44 20 7996 0982

months.