Credit Musings: July 25, 2023
This week, we discuss U.S. retail spending, U.S. bank earnings, and economic slowdown in the Eurozone.
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.
In this quarterly report, the Credit Team provides their thoughts on money market fund growth, corporate issuer financials, public market valuations, consumer behavior, and the banking sector.
This week, we discuss the state of the U.S. banking sector.
This week, we discuss shadow banking, dichotomy in U.S. home prices, core inflation in the Eurozone, and Japanese policy changes.
Today, we discuss the present costs of a credit rating downgrade, 2023’s robust investment grade issuance, the U.S’ housing appetite, and subprime auto loan securitization.
This week, we discuss record corporate buybacks, increasing U.S lending, and thawing of the housing market.
In this quarterly report, the Credit Team provides their thoughts on the housing market, companies preparing for an economic downtown, consumer spending trends, tightening spreads, and corporate earnings.
This week, we discuss the recent Speaker battle and how that process foreshadows this year’s upcoming debt ceiling negotiations.