Greetings,
The United States: Credit growth has been robust, but banks appear to be curbing lending amid recession concerns.
The Eurozone: Here are anticipated ECB terminal rates from a recent survey by Deutsche Bank.
Equities: BofA’s fund manager survey shows cash levels peaking.
Risk appetite is starting to recover.
Credit: Here are the drivers of recent rating downgrades.
Cryptocurrency: The crypto Fear & Greed Index has shifted between “extreme fear” and “fear” over the past few months.
Emerging Markets: EM reserves declined in recent months.
Food for Thought: Lastly, here is the change in US household size over time:
Edited by William Villacis
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