International SF Weekly: Data Addendum: More talk than action

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International SF Weekly: Data Addendum: More talk than action

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International SF Weekly

Data Addendum: More talk than action

Escalation of hostilities in the Gulf sparked a surge in secondary activity in Europe at a 20 July 2026

time when primary markets are slowing. Structured Finance

EMEA, APAC, LatAmPrimary supply: more deals leave the pipeline than join ABS CMBS RMBS CLO

In Europe, the flurry of primary placements continued with at least 9 new deals pricing

to our knowledge, including prime RMBS, NC RMBS, mixed-pool RMBS, 2 CMBS, 3 Alexander Batchvarov, CFA

Consumer ABS and 2 CLO new issue deals (+ 3 resets). They represented €4.5bn in Int'lBofAStr.EuropeFin. Strategist(Zurich)

aggregate of placed new supply. Australia did not contribute to primary supply this +41 44 297 7469

alexander.batchvarov@bofa.com

week. As the summer lull approaches, fewer new deals are joining the pipeline than

exiting. In Europe we know of 2 RMBS and 1 CMBS due to price the week of 20 July. AltynayInt'l MBS/Davletova,ABS StrategistCFA

The same week, we expect one NCF RMBS, and one Auto ABS transaction are due to MLI (UK)

+44 20 7995 3968

price in Australia. altynay.davletova@bofa.com

Secondary supply: bid list volumes surge to 12 month high MarkInt'l CMBS/ABSNichol Strategist

Escalation of hostilities in the Gulf sparked a surge in secondary activity in Europe. Bid MLI (UK)

+44 20 7996 0965

list volumes reached the highest level of the past year with Eurozone, UK and Australian mark.nichol@bofa.com

names well represented. CLOs were an exception where €305mn of bid lists was down Dustin Walpert, CFA

from €340mn the week prior. ABS/MBS surpassed €457mn on European bid lists, more European CLO Strategist MLI (UK)