Credit Market News
The Long-Run Natural Rate of Interest
Can the Fed hike with ISM below 50?
From Torsten Slok: I’m getting a lot of emails and phone calls from clients following the recession-level ISM...
New and Improved Charts & Data on Auto Loans
Today, the New York Fed announced that household debt increased by a robust $212 billion in the third...
U.S. Banks’ Changing Footprint at Home and Abroad
Some banks are quite simple, while others are part of complex multi-layered organizations with affiliates in many industries...
Fed Says It’s Overhauling Standards for Large Bank Examiners
The Federal Reserve said it’s setting tougher standards for examiners of the biggest U.S. banks, following criticism by...
Fed: Who Is Holding All the Excess Reserves?
The failure of high profile U.S. financial institutions in September 2008 caused a great degree of instability in...
China Has a $1.2 Trillion Ponzi Finance Problem
Chinese borrowers are taking on record amounts of debt to repay interest on their existing obligations, raising the...
What Are The Credit Markets Telling Asset Allocators?
Credit spreads can contain important information about investors’ expectations regarding risks to corporate solvency, and the economic cycle...