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Credit's Weekly Thoughts

Credit Musings: November 28, 2022

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

Monthly Economic Update

November 2022 Economic Update

U.S. GDP growth bounced back in the third quarter snapping that two-quarter contraction that caused a technical recession.

Credit's Weekly Thoughts

Credit Musings: November 7, 2022

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.

Credit's Weekly Thoughts

Credit Musings: October 24, 2022

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.

Monthly Economic Update

October 2022 Economic Update

Containing inflation is currently the top priority for the Federal Open Market Committee (FOMC) and recent data continues to reflect price levels that are well …

Credit's Weekly Thoughts

Credit Musings: October 11, 2022

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.

Credit's Weekly Thoughts

Credit Musings: Quarterly Credit Update

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.

08 - Monthly Economic Update
Monthly Economic Update

August 2022 Economic Update

The U.S. economy contracted by 0.6% in Q2, marking a second consecutive quarter of economic decline. As evidenced by a notable slowdown in consumer spending…

Credit's Weekly Thoughts

Credit Musings: August 8, 2022

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

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