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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

Credit's Weekly Thoughts

Credit Musings: July 27, 2022

This week, we share our thoughts on the potential fallout of the United States’ involvement in Taiwan as well as the European Central Bank’s exit of their negative rate environment.

07 - Monthly Economic Update
Monthly Economic Update

July 2022 Economic Update

Inflation continues to be top of mind for consumers, investors, and the Federal Reserve. The June month-over-month headline…

Credit's Weekly Thoughts

Monday Musings: July 18, 2022

This week, we share our thoughts on the key economic indicators we’re looking for during the upcoming earnings season.

Credit's Weekly Thoughts

Monday Musings: July 11, 2022

This week, we share our thoughts on the impact increasing mortgage rates have had on the housing market and the differences between investors’ and analysts’ views on bank earnings reports.

Credit's Weekly Thoughts

Monday Musings: July 5, 2022

This week, we shed some light on the Credit Team’s topics of choice and provide our thoughts on Australia central bank rate increases.

Credit's Weekly Thoughts

Monday Musings: Quarterly Credit Update

In this quarterly report, the Credit Team provides their thoughts on equity and debt risk transfers; data pointing to a potential recession; the current health of household indebtedness; repricing in the credit markets; and the impact of a control premium in the current merger market.

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