Bank Business Loan Demand Falls Despite Surging Equipment Spending
Bank loan demand from businesses weakened even as private credit increased. Standards tightened for CRE while consumer card demand was the strongest in four years.
Three Key Industries to Watch This Week
These areas could define much of what happens next with the economy and the markets.
Credit Card Balances Post Biggest Drop Since 2024, But Student and Auto Loans Hit Record Highs
Revolving balances (credit cards) dropped the most since November 2024 in August, while nonrevolving credit (student loan + autos) climbed to another record high.
The Looming Debt Threat
While most investors are focusing on the Q2 earnings reports and Iran, I am watching the credit markets closely. Here’s why.
VIDEO: These Earnings Are on Our Radar for Next Week
Let’s discuss Visa’s latest U.S. Spending Index and what we’ll be watching next week.
May Retail Sales Offer Positives for Multiple Holdings — and Especially One
Let’s break down May retail sales report and its implications for the economy and the Pro Portfolio.