Month: August 2021

This week, we provide our thoughts on a potential short-lived supply chain disruption as Hurricane Ida impacts the U.S. Gulf Coast. Our thoughts are with all Louisianans during this difficult time – stay safe!

In this monthly report, the Credit Team provides their thoughts on tech-heavy skews in returns data; strong growth in consumer debt demand; persistently low credit card balances; student loan repayments still on pause; and the up and downsides of highly accommodative financial conditions.

This week, we provide our thoughts on consumer sentiment in response to renewed COVID fears, companies hoarding cash as Delta surges, and China’s slowing economic recovery in Q2.

This week, we provide our thoughts on the Q2 Senior Loan Officer Survey, exceptional financial performance for U.S. corporates, and the Delta variant’s threat of uneven economic recovery.