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May 2025 – Housing / Credit Market Analysis, August 2024 Follow Up
(
wordsofwill.com
)
3 points
by
wowohwow
390 days ago
1 comments
toomuchtodo
390 days ago
Credit deterioration is coming fast, and consumer spending soon after.
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wowohwow
390 days ago
A very effective TL;DR of my post :) -- with the addition of companies laying off due to lower spending, which leads to more delinquencies, than more layoffs, etc
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toomuchtodo
390 days ago
Sorry if I stole your thunder, I have access to broad consumer lending and health macro data in my day job, was really just confirming your post.
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wowohwow
390 days ago
Not stealing thunder! I'm glad you work in the field and agree with my conclusions!
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