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Restrictions On Investments Into China Are Imminent | Harald Malmgren & Nicholas Glinsman
Forward Guidance
Is the US Banking Sector in the Middle of a Lending Boom?
I think credit conditions will get tighter in the US. The car market is phenomenally indicative of what's coming down the road. Trucking and freight indices are all collapsed. Are we just working off inventory that's being worked off? I suspect so. Jackie, I bet you've taken advantage of some of the sale prices. You're right. In terms of your household debts, it is punching higher, but there's going to be a limit to that. So my, our call is the credit side from the banking system is likely to be pulled back.
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