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Credit's Weekly Thoughts

Monday Musings: May 17, 2021

This week, we provide our thoughts on Q1 earnings for the international banking sector, effects of April’s inflation on companies, and cheap financing in the asset-backed security market.

05 - Monthly Economic Update
Monthly Economic Update

May 2021 Economic Update

With the vaccine rollout well underway and new COVID-19 cases trending notably lower…

Credit's Weekly Thoughts

Monday Musings: May 10, 2021

This week, we provide our thoughts on talks of inflation gaining steam and strong performance and de-leveraging in Q1 earnings.

Credit's Weekly Thoughts

Monday Musings: May 3, 2021

This week, we provide our thoughts on downstream effects of the semiconductor shortage and a double-dip recession for the Eurozone.

Credit's Weekly Thoughts

Monday Musings: April 19, 2021

This week, we provide our thoughts on solid first-quarter earnings from the four largest domestic banking groups and China’s strong economic bounce back.

Credit's Weekly Thoughts

Monday Musings: April 12, 2021

This week, we provide our thoughts on the undetermined strength of economic recovery tailwinds in 2021 and beyond.

04 - Monthly Economic Update
Monthly Economic Update

April 2021 Economic Update

The U.S. economy continues to accelerate as the vaccination count advances and…

Credit's Weekly Thoughts

Monday Musings: April 5, 2021

This week, we provide our thoughts on the Biden Administration’s $2.3 trillion infrastructure proposal and how it could impact corporate taxation.

Credit's Weekly Thoughts

Monday Musings: March 29, 2021

This week, we provide our thoughts on potential losses as a result of a hedge fund liquidation and a low rate phenomenon known as re-leveraging.

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