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  • Frank Tian

Morgan Stanley - Consumer Deposit

As the stimulus benefit gradually recedes, consumer delinquency will continue to normalize/increase in 2022 - first with the subprime population.

Graph first reported by Carl Quintanilla on Twitter


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Effects of Fed's 10 Rate Hikes

The Fed has handed out 10 rate hikes, with a possible 11th next month. What are the effects of the fastest rate hikes, so far? [US Macro parameter: Mar 2022 vs. May 2023/latest] 📍Inflation: 8.5% vs.


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