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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 ...
Credit's Weekly Thoughts

Credit Musings: August 16, 2023

This week, we discuss China’s uphill battle with deflation.
Credit's Weekly Thoughts

Credit Musings: July 25, 2023

This week, we discuss U.S. retail spending, U.S. bank earnings, and economic slowdown in the Eurozone.
Monthly Economic Update

Cracks Emerging in the Labor Market?

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. ...
Credit's Weekly Thoughts

Credit Musings: July 10, 2023

This week, we discuss China’s slowed economic recovery, new bank regulations, and the U.S. Bank earnings preview.
Monthly Economic Update

Only Time Will Tell

With a new debt ceiling bill through Congress, the marketplace has refocused its attention towards the future state of monetary policy.

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