Credit Musings: Quarterly Credit Update
In this quarterly report, the Credit Team provides their thoughts on the macro-outlook, capital allocation, equity and money markets, consumer lending, and delinquencies.
Month: November 2023
Has Inflation Taken its Foot off of the Pedal?
Stubbornly high prices showed signs of easing with the October Consumer Price Index (CPI) release. Consumer prices as measured by a broad basket…
Credit Musings: November 14, 2023
Moody’s changes its outlook on the U.S. sovereign ahead of Thanksgiving, and lending is becoming more constrained (again).