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This week, our 3 Things are:
1. Bank warnings. You’ll want to be aware of what Ally Financial is experiencing.
2. Small business struggles. Signals are not reassuring from the sector that accounts for 40% of GDP.
3. Post-inflation risks. It’s time to move your central bank obsession to the back burner. -
This week, our 3 Things are:
1. Savings rate. It’s either a sign of exuberance or something else.
2. 2025 earnings. Do the forecasts square up with the macro view?
3. Beige Book blues. Slowing is now consensus. -
This week, our 3 Things are:
1. Debt buildup. Keep an eye on the public sector.
2. Travel blues. An upcoming grounding.
3. Jackson Hole. A lot of topics, one course of action. -
This week, our 3 Things are:
1. Running of the bulls. Momentum is a tough thing to stop.
2. Politics and rates. The interplay has some dark undertones.
3. Aviation. Has it normalized? -
This week, our 3 Things are:
1. Banks. The FDIC is out with its quarterly assessment. Fresh data on all of those risks you’ve read about.
2. Corporate versus ABS spreads. There’s been a fairly dramatic move in the differential. We’ll explore.
3. ECB rate cut. It comes at a time when it forecasts higher inflation. Does that make sense? -
This week, our 3 Things are:
1. Private placements. The Chicago Fed has a surprising take.
2. Fallen angels. A soft landing should provide … well, you know.
3. Housing. What’s the latest? -
This week, our 3 Things are:
1. Credit card loan losses. They’re at the highest level in 13 years despite unemployment at historically low levels. Does that make sense?
2. Bank lender risk appetite. The latest Senior Loan Officer Survey is out. We’ll tell you what you need to know.
3. Direct lending into the middle market. A new KBRA report, which has gotten a lot of market attention, sheds much-needed light on asset quality trends. - Visa fler