BANKRUPTCIES ALMOST UP TO 09 LEVELS pic.twitter.com/yW1n27mzgR
— Win Smart, CFA (@WinfieldSmart) August 4, 2020
Fed Senior Loan Officer Survey – C&I underwriting standards. Net % tightening standards: +70% this Q (6/22-7/3), up from +40% Q/Q (3/23-4/3)
Bottom line – bank credit availability continues to dry up. The Fed is increasingly the only game in town.#Recessionary pic.twitter.com/inCuIlfdRp
— Joshua Steiner (@HedgeyeFIG) August 4, 2020
US satisfaction at a nine-year low.
To be fair, 2020 is a remarkably unsatisfactory year. pic.twitter.com/ce48khHbCM— ian bremmer (@ianbremmer) August 4, 2020
DEUTSCHE: “The C&I Loan Standards reading within the Fed Senior Loan Officers Survey is a good predictor of high yield defaults one year in advance. It suggests a 12 month trailing US HY default rate that edges into double digits by mid 2021.” pic.twitter.com/DSyYAJkqqO
— Carl Quintanilla (@carlquintanilla) August 4, 2020
Short New York City (NYC)https://t.co/5vynXuq6t1
— Hedgeye (@Hedgeye) August 3, 2020
ISM data improving in RoC terms but still weak and not a convincing upturn. Employment still in the toilet. pic.twitter.com/1sc87rShtQ
— Eric Basmajian (@EPBResearch) August 3, 2020
"The U.S. economy needs more support than originally thought," says @marydalyecon
The structural problems could be seen long before Covid-19 happened. Did the Fed highlight or impel Congress to seriously address it? NO.@EricRosengren @neelkashkari @RobSKaplan @RaphaelBostic pic.twitter.com/gx0gD2mwKG
— M/1_LP (@MI_Investments) August 4, 2020
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