by Brian Hague, CFA | Sep 22, 2023 | Economics, Enterprise Risk Management, Lending, Risk Management, Strategy
Our Q2 outlook called for an economic downturn commencing in 2024. However, based on the strength of more recent data, we are revising our forecast. It now appears that the Fed may succeed in engineering a soft landing, a feat that has eluded the central bank in the...
by Brian Hague, CFA | Sep 6, 2022 | Economics, Lending, Uncategorized
Those words, uttered by President George H. W. Bush in 1992, may be a harbinger of things to come, if the most recent home price data is any indication. After more than a year of widespread bubble-like increases in home prices across the U.S., the June data revealed...
by Joe Karlin | Apr 14, 2017 | Lending
The “noise” in the auto lending arena has risen to the level of driving down the road at 70 miles per hour with all the windows down. Total auto loans have crossed the $1 trillion threshold, joining credit cards and student loans at that level. Delinquencies on...