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    • UBS Subprime Writedown

UBS Subprime Writedown Newsletter
  • First Brands: Are The Cockroaches Coming Home to Roost? 27 Oct 2025 19:27 GMT

    … . Major players in commercial bank lending, private credit lending, … Private credit is essentially commercial bank lending, without the stringent … to two or more different mortgage lenders, with each lender … makers. Firms such as UBS O’Connor and Point Bonita …

  • NatWest Group quietly delivering, says leading investment banl 27 Oct 2025 16:25 GMT

    … results suggest the bank has found its rhythm again. UBS lifted its … its 2025 guidance. The bank now expects a return on … the quarter, with commercial and mortgage books both growing modestly. … . The analysts see the bank delivering a sustained return on …

  • FTSE 100 Live: Blue-chips retreat from high as gold price falls,... 27 Oct 2025 16:11 GMT

    … Tech Trust and Scottish Mortgage are both in the … global regions," the bank says.  Despite European equities … More positive backdrop on trade UBS strategists agree there are … forbearance agreements. Maturities for bank lending and term loans continue …

  • 9 Countries Where Buying a Home Is Practically Impossible 27 Oct 2025 13:53 GMT

    … scoring highest globally in Swiss bank UBS’ real estate bubble index … low 70s in 2024. Mortgage approvals for house purchases … in early stages. Rising mortgage rates and construction costs … in early 2024, while mortgage interest rates continued increasing …

  • Big Tech earnings, crucial Fed meeting, and a Trump-Xi sit-down: The week ahead 26 Oct 2025 12:00 GMT

    … be a done deal," Bank of America analysts wrote in … Energy (BE) Economic data: MBA mortgage applications, week ended October 24 … (KLAC), Banco Santander (SAN), UBS Group (UBS), Automatic Data Processing (ADP), CVS …

  • America: Land Of The Free And Home Of The Poor Millionaire 26 Oct 2025 03:10 GMT

    … day in 2024, according to UBS Investment Bank's 2025 Global … 't Miss: According to UBS' report, 30% of Americans … you money over time. High mortgage rates and huge tax bills …

  • Mohawk Industries, Inc. (NYSE:MHK) Q3 2025 Earnings Call Transcript 25 Oct 2025 12:27 GMT

    … comes from John Lovallo from UBS. John Lovallo: The first one … from Collin Verron from Deutsche Bank. Collin Verron: You guys also … comes from Rafe Jadrosich from Bank of America. Rafe Jadrosich: I … the world. We see the mortgage rates are declining. There’s …

  • Alpine Income (PINE) Earnings Call Transcript 24 Oct 2025 15:15 GMT

    … 90,000,000 via incremental bank commitments. Impairment Charge -- … flexibility and speed over bank financing. Management confirmed that … This included a first mortgage loan for industrial redevelopment … comes from Michael Goldsmith with UBS. Your line is open …

  • Lloyds Banking Group plc (NYSE:LYG) Q3 2025 Earnings Call Transcript 24 Oct 2025 12:25 GMT

    … caller is Jason Napier from UBS. Jason Napier: Two, please … protection offering increasingly to mortgage customers and it is … industry is effectively commercial bank money in its current … contribute protection alongside the mortgage product as our insurance …

  • Dow Inc. (NYSE:DOW) Q3 2025 Earnings Call Transcript 24 Oct 2025 12:25 GMT

    … the U.S., 30-year mortgage rates have eased modestly, but … to limited affordability, but lower mortgage rates could spur a recovery … line of Josh Spector with UBS. Joshua Spector: I was wondering … line of Matthew DeYoe with Bank of America. Matthew DeYoe: I …

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