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.
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