I expect Delinquency Rate On Commercial And Industrial loans to rise from historically low levels. While that may not appear as a bad thing moving into a more normal territory the impact that it will have may be a lot more than the economy can handle.
I can't help but think of Hyman Minsky
"Stability is inherently destabilizing" Hyman Minsky
Caution is in order!
I can't help but think of Hyman Minsky
"Stability is inherently destabilizing" Hyman Minsky
Caution is in order!
Real Macro Economic Investing
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