Strategy Report
The Delinquency Paradox
Households’ healthy balance sheets do not square with the rise in credit cards and auto loans delinquencies. The tailwinds that have supported higher-income cohorts’ spending have faded, presaging broad-based deterioration in credit performance.
このレポートのエグゼクティブ・サマリーにご興味がありますか?
BCA Researchのこのエグゼクティブ・サマリーに今すぐアクセスしてください。
BCAリサーチ | US Investment Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
BCAとつながり続ける
最新のイベントおよびリサーチインサイトをメールでお届けします。