Greetings,
The United States: Chapter 11 filings may signal a downshift in US economic growth.

Following an initial spike after the payment holiday ended, student loan payments are rapidly trending lower.

China: Household credit has been contracting, …

…. while household deposits continue to rise.

Equities: Lagging stocks in the S&P 500 typically post their best performance around the end of the year.

The S&P 500 hasn’t had a 2% down day in almost a year (225 trading sessions).

Cryptocurrency: Crypto funds saw a near-record spike in inflows last week.

Food for Thought: US household size over time:

Edited by William Villacis
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