CreditDaily Briefs

Daily Brief Credit: Affirm Holdings Inc.: How Its Credit Innovation Is Unlocking Millions of New Gen Z Users! and more

In today’s briefing:

  • Affirm Holdings Inc.: How Its Credit Innovation Is Unlocking Millions of New Gen Z Users!
  • Lucror Analytics – Morning Views Asia


Affirm Holdings Inc.: How Its Credit Innovation Is Unlocking Millions of New Gen Z Users!

By Baptista Research

  • Affirm Holdings reported a strong first quarter of fiscal 2026, reflecting broad-based momentum across its merchant network, consumer base, funding channels and product ecosystem.
  • The company highlighted significant operational progress supported by sustained GMV growth, expanding adoption of its card product and increased usage across both direct merchant integrations and direct-to-consumer channels.
  • A key development in the period was the five-year extension of its U.S. partnership with Amazon, which provides longer-term visibility into one of its most meaningful merchant relationships.

Lucror Analytics – Morning Views Asia

By Trung Nguyen

  • In today’s Morning Views publication we comment on developments of the following high yield issuers: Vedanta Resources, Xiaomi Corp, Reliance Industries, Biocon Biologics
  • UST yields climbed 4 bps across the curve on Friday, in tandem with a decline in Canadian government bonds, even though the belatedly-released September PCE inflation numbers were line with estimates.
  • Yields on the 2Y and 10Y USTs rose to 3.56% and 4.14%, respectively. Equities notched small gains towards October’s record-high levels, with the S&P 500 and Nasdaq up 0.2% and 0.3%, respectively.

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