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Credit's Weekly Thoughts

Credit Musings: Quarterly Market Update

In this quarterly report, the Credit Team provides their thoughts on the macro-outlook, capital allocation, equity and money markets, consumer lending, and delinquencies.

Monthly Economic Update

Has Inflation Taken its Foot off of the Pedal?

Stubbornly high prices showed signs of easing with the October Consumer Price Index (CPI) release. Consumer prices as measured by a broad basket…

Credit's Weekly Thoughts

Credit Musings: November 14, 2023

Moody’s changes its outlook on the U.S. sovereign ahead of Thanksgiving, and lending is becoming more constrained (again).

Monthly Economic Update

To Hike or Not To Hike.

With measures of inflation remaining stubbornly above its 2% target, the Federal Open Market Committee (FOMC) continued its fight against inflation with another rate hike at its July meeting…

Credit's Weekly Thoughts

Credit Musings: October 17, 2023

This week, we discuss the ramifications of a potential U.S. government shutdown and what the Basel III endgame means for U.S banks.

Credit's Weekly Thoughts

Credit Musings: September 21, 2023

This week, we discuss the ramifications of a potential U.S. government shutdown and what the Basel III endgame means for U.S banks.

Monthly Economic Update

More Work to be Done.

As we enter the second half of the year, stubbornly persistent core inflation and surprising economic resilience remain major themes to the U.S. economic outlook.

Monthly Economic Update

Soft Landing?

With measures of inflation remaining stubbornly above its 2% target, the Federal Open Market Committee (FOMC) continued its fight against inflation with another rate hike at its July meeting…

Credit's Weekly Thoughts

Credit Musings: August 16, 2023

This week, we discuss China’s uphill battle with deflation.

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