Credit Musings: July 25, 2023
This week, we discuss U.S. retail spending, U.S. bank earnings, and economic slowdown in the Eurozone.
Credit Musings: July 25, 2023 Read More »
This week, we discuss U.S. retail spending, U.S. bank earnings, and economic slowdown in the Eurozone.
Credit Musings: July 25, 2023 Read More »
This week, we discuss China’s slowed economic recovery, new bank regulations, and the U.S. Bank earnings preview.
Credit Musings: July 10, 2023 Read More »
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.
Credit Musings: Quarterly Credit Update Read More »
This week, we discuss the state of the U.S. banking sector.
Credit Musings: May 16, 2023 Read More »
This week, we discuss shadow banking, dichotomy in U.S. home prices, core inflation in the Eurozone, and Japanese policy changes.
Credit Musings: April 4, 2023 Read More »
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.
Credit Musings: March 7, 2023 Read More »
This week, we discuss record corporate buybacks, increasing U.S lending, and thawing of the housing market.
Credit Musings: February 6, 2023 Read More »
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.
Credit Musings: Quarterly Credit Update Read More »
This week, we discuss the recent Speaker battle and how that process foreshadows this year’s upcoming debt ceiling negotiations.
Credit Musings: January 12, 2023 Read More »