Credit Musings: Quarterly Credit Update
This week, the Credit Team discusses the unlikely optimism surrounding the U.S. economy and financial markets as well as the increasing probability of a soft landing scenario.
This week, the Credit Team discusses the unlikely optimism surrounding the U.S. economy and financial markets as well as the increasing probability of a soft landing scenario.
This week, we discuss trends in credit card delinquencies and European interest rates.
This week, the credit team discusses the year ahead for U.S. banks and corporates.
In this quarterly report, the Credit Team provides their thoughts on the macro-outlook, capital allocation, equity and money markets, consumer lending, and delinquencies.
Moody’s changes its outlook on the U.S. sovereign ahead of Thanksgiving, and lending is becoming more constrained (again).
This week, we discuss the ramifications of a potential U.S. government shutdown and what the Basel III endgame means for U.S banks.
This week, we discuss the ramifications of a potential U.S. government shutdown and what the Basel III endgame means for U.S banks.
This week, we discuss China’s uphill battle with deflation.
This week, we discuss U.S. retail spending, U.S. bank earnings, and economic slowdown in the Eurozone.
This week, we discuss China’s slowed economic recovery, new bank regulations, and the U.S. Bank earnings preview.