メインコンテンツにスキップ
メインコンテンツにスキップ
公開日

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?

Get instant access to this Executive Summary from BCA.

BCA | CoreMacro

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。

The BCA Way

Our Philosophy, Your Edge

Discover More