Frank TianJun 15, 20221 min readMorgan Stanley - Consumer DepositAs 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
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
Effects of Fed's 10 Rate HikesThe 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...
Comments