The Firm Analyst

S14EP4: BlackStone's Β£1.5 Billion Mortgage Backed Securitisation; Lenders Avoid the Worst in Motor Finance Supreme Court Ruling; and Bank of England Split As Base Rate Drops to 4%


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Welcome to the final episode of this season of The Firm Analyst! Today, we discuss the following stories:


πŸ– Blackstone's Β£1.5 billion CMBS Deal (2:35) - this is the largest transaction of its kind in the UK since the 2008 crisis and is being structured to refinance debt used by Blackstone to purchase 39 Haven holiday parks across the country. Listen in to find out more about how securitisation works!


πŸš— The Supreme Court's Motor Finance Ruling (15:05) - this landmark judgment has spared motor finance lenders a Β£44bn hit over issues arising from undisclosed commissions, but with Consumer Credit Act 'unfairness' still a possibility for many deals and the FCA intending to look at deals stretching as far back as 2007, billions could still be on the line.


🏦 The Bank of England Base Rate Falls to 4% (27:45) - in its first-ever split vote, the Bank of England's Monetary Policy Committee has decided to cut rates to a two-year low. We analyse some of the factors leading to the decision and its broader economic implications.


It’s a week of big deals, big rulings, and big calls β€” and the effects stretch far beyond the headlines.


Full breakdown here πŸ‘‰ https://linktr.ee/thefirmanalyst


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The Firm AnalystBy Adnan Shafi