US Banks - Deteriorating Consumer Credit Metrics May Point To Recession
The headline numbers at US banks are wholly misleading if the conclusion is a robust US economy, a robust US consumer and that interest rates will...
804 Views
US Banks – Less Strong Demand in Key Credit Segments
While the Fed raises rates, there is little in US bank data that suggests credit demand is improving. Typically interest rates are considered to be...
306 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
716 Views
US Credit Cycle – Revealing Frailties
Visible signs are increasing of risks in the US credit market, and especially in the consumer segment. The latest data points are from Santander...
365 Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
839 Views