Consumer Debt Hits New High Ahead of Retail E...

Stocks selling off to close out the week, as investors digested a hot inflation report. The credit-linked concerns weighing on banks, credit card companies and asset managers, and the stocks one top bank analyst is leaning into on the weakness. Plus, the software slump continues ...  Show more

Nvidia rolling over after earnings last night, and failing to lift markets as investors sell out of tech and semi stocks. The names getting dragged down, and where one top tech analyst sees Nvidia and chip & software stocks heading next. Plus the latest numbers out of Dell and Co ...  Show more

Consumer credit jumped a whopping $23.7 billion in November, according to the Federal Reserve. That continues a trend of households struggling with high and rising prices, which is leading to a surge in debt and delinquencies. And it’s putting additional strain on families, espec ...  Show more

Banks are readying about $15 billion of leverage buyout debt for sale starting in September, stepping back into M&A after losses piled up on their books last year, Bloomberg News’ Paula Seligson, says. Also on this episode of the Credit Edge podcast, Bloomberg News corporate fina ...  Show more

 The US economy is at risk of tipping into recession in the second half of this year, putting pressure on corporate debt markets, says Chris Alwine, global head of credit at Vanguard. “What would precipitate that shallow recession is that corporations are just not hiring, with a ...  Show more

As U.S. Public Debt continues to break records, should investors be concerned by the amount debt has risen? Or are there other, more influential factors at play?

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Welcome to Thoughts on the Market. I'm Matthew Hornbach, M ...