Credit’s Weekly Thoughts

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.

This week, we discuss a new problem the Fed is facing and the looser U.K. banking regulations.

This week, we discuss the recent housing market developments, U.S. unemployment, and Black Friday spending.

This week, we discuss the upcoming mid-term elections, how technology is altering the fixed income market, and how the U.S. is navigating recession fears.

This week, we discuss turbulence in the Chinese markets, the political and economic climate in the U.K., and weak expected earnings from U.S. corporates.

This week, we share our thoughts on the domestic housing market, the upcoming International Monetary & World Bank meetings, and the dislocation in U.K credit markets.