3 ms·

May 2025 – Housing / Credit Market Analysis, August 2024 Follow Up

• deleted 1y ago
  [deleted]
• toomuchtodo 1y ago
  Credit deterioration is coming fast, and consumer spending soon after.
  • wowohwow 1y ago
    A very effective TL;DR of my post :) -- with the addition of companies laying off due to lower spending, which leads to more delinquencies, than more layoffs, etc
    • toomuchtodo 1y ago
      Sorry if I stole your thunder, I have access to broad consumer lending and health macro data in my day job, was really just confirming your post.
      • wowohwow 1y ago
        Not stealing thunder! I'm glad you work in the field and agree with my conclusions!