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John Toohig & Nate Stovall: Bank Loan Market Is “Very Frozen”

Forward Guidance

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Credit Delinquencies and Default Rates in the Banking Industry

Analyzing the levels of credit delinquencies and default rates in the banking industry, comparing pre-pandemic levels and highlighting the actions taken by banks to mitigate risks. Discussing the confidence in avoiding a severe downturn while acknowledging potential credit cycle fluctuations.

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