Macro Strategy Insights

Is Credit Whispering? Or Screaming?

Academy Securities is covering the attacks in the Middle East via SITREPs (including our market takes) and will address the current operation in our webinar tonight, Sunday, March 1st at 8pm ET (register here), so this T-Report will not focus on that. 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. ... Is Credit Whispering? Or Screaming?

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