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Thoughts From The Divide - Archive

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Posts tagged lending
Chinese Liquidity, EM Debt, and Slowing ISM - September 3, 2019

Cracks are starting to show in China’s economy as a bank suspends dividend payments. Research from the NBER documents China’s transformation into the world’s largest creditor and what it means for debt sustainability in other countries. The latest ISM data shows the economy is contracting and Consumer Sentiment indicates that consumers are feeling the effects of tariffs.

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Fed Froth and Leveraged Loans - July 23, 2019

We take a look at mixed regional Fed data with their positive future outlook and the Bank of England’s concerning look into leveraged loans.

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