January 22, 2024 | Smaller companies are more vulnerable to higher rates: 37% have floating rates or debt due this year and next, vs. 19% of larger firms.

Why It Matters: We should pay close attention, their performance could be a key indicator of market shifts and trends.

Source: dailychartbook

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January 1, 2024 | Credit card delinquencies are on the rise, with an uptick in new 30+ day delinquencies.

Why It Matters: We’ve stressed the consumer’s critical role in a thriving economy. Signs of financial strain could spell trouble for economic stability.

Source: dailychartbook

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April 17 2023| Bankruptcy filings are picking up, while still at low levels, the momentum is shifting. Why It Matters: Rising bankruptcy filings could signal increased financial stress for businesses and individuals. One month isn’t a trend, but it’s important to watch this closely. Source: Torsten Slok

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