Commercial and industrial loan growth has completely stalled over the past three years.
The current level of interest rates is putting considerable pressure on both credit expansion and overall economic activity, in my view.
The longer this restrictive rate environment… pic.twitter.com/8n6oHTQQnY
— Otavio (Tavi) Costa (@TaviCosta) May 1, 2025
This chart is NOT telling you the economy is doing great. pic.twitter.com/DIioVWeZAh
— Patrick Karim (@badcharts1) April 30, 2025
I don't think people understand what's happening in housing market right now.
Florida now has 177,00 listings. Highest level on record.
Entire Northeast U.S. has 79,000 listings. Lowest level on record.
People are leaving Florida. And moving back north. A structural trend that… pic.twitter.com/NYAJ9jN0Hp
— Nick Gerli (@nickgerli1) May 1, 2025
I'm starting to wonder if this tariff crap is controlled demolition of the economy in order to justify a huge QE program because I know the asset side of big bank balance sheets are highly stressed from bad loans and are at high-risk to the nuclear melt-down of their massive…
— Dave Kranzler (@InvResDynamics) April 30, 2025