In this video I take you through a topic from a recent edition of the Weekly Macro Themes, which is the flagship report of our institutional service.
Covered in the video is a look at Global Lending Standards and a number of macro/market disconnects, specifically:
-Lending standards vs interest rates
-Bank lending vs debt capital markets
-The impact of macroeconomic policy actions
-Risk warnings for commercial real estate
-Risk flags for global equities
Let me know what you think in the YouTube video comments section, I'd love to hear your take and indeed your feedback on both the video, charts, and conclusions.
Be sure to subscribe to the Topdown Charts YouTube channel: https://www.youtube.com/channel/UCtZDzcHrtCDpCWeVid1qSRQ
You can also follow us on: