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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


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