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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.

Credit's Weekly Thoughts

Monday Musings: March 22, 2021

This week, we provide our thoughts on expiring exemptions for bank holding companies, the implications of the Fed’s less hawkish tone, and a follow-up on last week’s TGCR musing.

Credit's Weekly Thoughts

Monday Musings: March 15, 2021

This week, we provide our thoughts on a curious development to the Tri-Party General Collateral Rate and U.S. banks planning to dial back cash stockpiles.

03 - Monthly Economic Update
Monthly Economic Update

March 2021 Economic Update

The February non-farm payroll report came in above expectations with 379k jobs added…

Credit's Weekly Thoughts

Monday Musings: March 8, 2021

This week, we provide our thoughts on the Bank of American March Investor Survey and investor positioning going into quarter-end.

Credit's Weekly Thoughts

Monday Musings: March 1, 2021

This week, we provide our thoughts on increasing Treasury yields, the prospect of even more money market reform, U.S. manufacturing data from February, and the approval of a third vaccine.

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