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Is Credit Whispering, Or Screaming?
Is Credit Whispering, Or Screaming?
By Peter Tchir of Academy Securities
Is Credit Whispering? Or Screaming?
For the past couple of years, it has been relatively safe to assume credit is well behaved and relatively range bound. It is unclear if that remains the case.
We may be in a situation where the AI spend, the AI displacement, and the Working Poor are forming a storm of some sort. How severe remains to be seen, but for the first time in a while it is a real concern for me. My inclination has been...
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