In this quarterly report, the Credit Team provides their thoughts on corporate use of cash, the moderation in lending and some decline in consumer credit, the elevated correlation of debt and equities, and some data supporting one argument on inflation.
This week, we share our thoughts on several shortcomings of the U.S. semi-conductor bill as well as analyze the July Senior Loan Officer Survey
This week, we share our thoughts on the potential fallout of the United States’ involvement in Taiwan as well as the European Central Bank’s exit of their negative rate environment.
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