2min chapter

Forward Guidance cover image

The Big Bank Deep Dive | Alex Gray

Forward Guidance

CHAPTER

The Leading Indicators of Credit Stress

I think that was probably getting ahead of some of these questions in terms of, you know, what they really wanted to do and they were smart to do it. So we have a good, a good amount of visibility into people that are behind on their payments. And I got the sense on the calls earlier that it was kind of like, yeah, the, the lagging indicator and CEO's are up and the leading indicator delinquencies are up. But like, don't worry about that credits fine.

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