Oddbean new post about | logout

Notes by Credit's Strong Run Stumbles in First This Year: C... | export

 US Economic Growth Remains Strong Amid Calls for Rate Cuts
===============	
#97abf0db ver:0.18

...

#newstr #UsEconomy #InterestRates #EconomicGrowth #SheilaBair #FinancialPolicy #CorporateConsolidation #WealthInequality #Productivity #Leverage #2024 

 https://here.news/story/97abf0db?ver=0.18 
 Private Credit Growth in the United States Slows Down, Indicating Potential Economic Slowdown
===============	
#97abf0db ver:0.17

Private credit growth in the US is slowing down, signaling a potential economic slowdown. The decline in lending by banks and financial institutions is consistent with previous downturns. While some argue it's a natural part of the economic cycle, others see it as a warning sign of a recession. Monitoring private credit growth is crucial for assessing economic health. #CreditGrowth #EconomicSlowdown #RecessionWarning...

#newstr #CreditMarkets #EconomicSlowdown #PrivateCreditGrowth #FederalReserve 

 https://here.news/story/97abf0db?ver=0.17 
 Credit's Strong Run Stumbles in First This Year: Credit Weekly
===============	
#97abf0db ver:0.15

The US credit market's strong run stumbled in the first week of the year, as declining inflation and rate cut expectations improved conditions but raised concerns about an uncertain credit cycle. Indicators like job openings and delinquencies suggest cracks are appearing, and defaults are expected to increase. However, Janus Henderson Investors' Credit Risk Monitor shows improved access to capital markets and earnings. Selectivity is key, and active managers can uncover value in an environment of increasing dispersion. Caution is advised as credit fundamentals may not have fully turned the corner. #CreditMarket #Economy #RateCuts...

#newstr #CreditMarkets #FederalReserve #RateCuts #Inflation #CreditCycle 

 https://here.news/story/97abf0db?ver=0.15