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Credit's Weekly Thoughts

Monday Musings: September 20, 2021

This week, we provide our thoughts on the global implications of Evergrande’s potential crash, post-recessionary level lows in spreads, and improvements for investment-grade industrials.

Monthly Economic Update

September 2021 Economic Update

Speaking at the Federal Reserve’s August policy summit, Chair Jerome Powell said the U.S. central bank may begin…

Credit's Weekly Thoughts

Monday Musings: September 7, 2021

This week, we issue a mea culpa for an incorrect assessment we made on M&A (as all credible analysts have to do from time to time).

Credit's Weekly Thoughts

Monday Musings: August 30, 2021

This week, we provide our thoughts on a potential short-lived supply chain disruption as Hurricane Ida impacts the U.S. Gulf Coast. Our thoughts are with all Louisianans during this difficult time – stay safe!

Credit's Weekly Thoughts

Monday Musings: August Monthly Credit Update

In this monthly report, the Credit Team provides their thoughts on tech-heavy skews in returns data; strong growth in consumer debt demand; persistently low credit card balances; student loan repayments still on pause; and the up and downsides of highly accommodative financial conditions.

Credit's Weekly Thoughts

Monday Musings: August 16, 2021

This week, we provide our thoughts on consumer sentiment in response to renewed COVID fears, companies hoarding cash as Delta surges, and China’s slowing economic recovery in Q2.

08 - Monthly Economic Update
Monthly Economic Update

August 2021 Economic Update

After a strong first quarter of economic growth, market participants had high expectations for…

Credit's Weekly Thoughts

Monday Musings: August 9, 2021

This week, we provide our thoughts on the Q2 Senior Loan Officer Survey, exceptional financial performance for U.S. corporates, and the Delta variant’s threat of uneven economic recovery.

Credit's Weekly Thoughts

Monday Musings: July 26, 2021

This week, we provide our thoughts on Q2 earnings that began rolling in this week.

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