US - Fed Liquidity Moves USD147bn Lower In Past 3 Weeks, Pace Is Accelerating
Fed data shows USD147bn lower liquidity in just the past 3 weeks, and the pace is accelerating. There are negative implications for bank loan...
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US Banks - Cash +USD90bn in Week, CREÂ -0.55% YoY, C&I +0.36% YoY, Book Value Growth Dwindles 3 Wks
New weekly balance sheet data shows USD90bn surge in cash assets in the most recent week. Growth YoY has never been higher this year. There are...
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SLM – Stop Sending Assignments, We’re Living in a Crisis
It would be hard to presume anything at all is wrong with credit metrics, or the environment, when looking at headline SLM Corp (SLM US) numbers....
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SLM – Student Lender’s Grade Plummet
Slm Corp (SLM US) is no longer owned by the government. This may be news to some, and it is an important difference in terms of risk perspective....
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US Banks – SLM and Student Loans
We must expect weakening net interest income when US bank results are out next week. But to us, what will be more interesting will be how credit...
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