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Listen "Episode 23: Credit Quality: What Is—and What Should Never Be"
Episode Synopsis
In this week’s episode of The Economic Effect, former Chief Economist John Silvia examines the growing concerns over credit quality and what it means for the broader economy.
Despite solid economic growth and a Federal Reserve in easing mode, investors are increasingly uneasy about rising loan delinquencies, corporate credit risks, and private credit weaknesses. John unpacks the data behind these fears—from the uptick in credit card and auto loan delinquencies to early warning signs in corporate profits and bond spreads.
While credit concerns have intensified, the data so far show no widespread credit contraction—but John warns of the indicators that could signal one ahead.
Stay informed on how credit quality and monetary policy shape economic momentum.
👉 Subscribe to John Silvia’s weekly newsletter at JohnESilvia.com for more in-depth analysis and insights.
Despite solid economic growth and a Federal Reserve in easing mode, investors are increasingly uneasy about rising loan delinquencies, corporate credit risks, and private credit weaknesses. John unpacks the data behind these fears—from the uptick in credit card and auto loan delinquencies to early warning signs in corporate profits and bond spreads.
While credit concerns have intensified, the data so far show no widespread credit contraction—but John warns of the indicators that could signal one ahead.
Stay informed on how credit quality and monetary policy shape economic momentum.
👉 Subscribe to John Silvia’s weekly newsletter at JohnESilvia.com for more in-depth analysis and insights.
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