CHARTING COURSE: Tariffs; Here Today, Gone Tomorrow and BNPL Feeding Subprime Consumers
The US government will begin refunding some of the $166 billion in tariffs that were illegally collected since Liberation Day last year. The...
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Primer: Bolt - 10 Jul 2026
Checkout software for ecommerce merchants offering one-click login, identity, and payments
106 Views
Primer: Varo - 09 Jul 2026
Mobile banking app offering checking accounts, savings, and debit cards to consumers
141 Views
Primer: Swile - 09 Jul 2026
Smart card and app for managing employee meal, gift, and travel benefits
124 Views
BNPL Companies – Locking in Gains on Klarna (KLAR US), Placing a Sell on Affirm (AFRM US)
The "K-shaped" US consumer credit market is seeing rising NPL stress leading to caution on BNPL companies; we place a sell rating on Affirm due to...
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