Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

Show more
8 Feb 2024

Large banks are easing lending standards while small banks tighten them Another sign of a K-shaped recovery, albeit in the financial sector

Source: Markets & Mayhem

25 Jul 2023

There is always a bear market somewhere...

The meltdown in US commercial and industrial (C&I) loan growth is staggering. Cumulative C&I lending is -1.0% since the start of 2023 (red). Median growth by this point in the year is +4.5% (black), while 2022 was up +9.3% by this point (blue). Big US investment slump is underway... Source: Robin Brooks

1

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks