A friendly reminder as bank earnings season gets underway. C&I loan growth has sunk into the red at the largest banks. If everything is awesome, why the closed balance sheet? Something doesn’t add up.
— Danielle DiMartino Booth (@DiMartinoBooth) January 14, 2020
— M/I_Investments (@MI_Investments) January 15, 2020
US #GDP growth differential versus G-7 will shrink modestly in 2020, but convergence is to the downside.
— Gregory Daco (@GregDaco) January 14, 2020