May 2025 – Housing / Credit Market Analysis, August 2024 Follow Up(wordsofwill.com)

3 pointsby wowohwowletztes Jahr4 comments

May 2025 – Housing / Credit Market Analysis, August 2024 Follow Up

https://wordsofwill.com/2025/05/21/q1-2025-housing-credit-market-analysis-august-2024-follow-up/

5 comments

Credit deterioration is coming fast, and consumer spending soon after.

wowohwowletztes Jahr

A very effective TL;DR of my post :) -- with the addition of companies laying off due to lower spending, which leads to more delinquencies, than more layoffs, etc

toomuchtodoletztes Jahr

Sorry if I stole your thunder, I have access to broad consumer lending and health macro data in my day job, was really just confirming your post.

wowohwowletztes Jahr

Not stealing thunder! I'm glad you work in the field and agree with my conclusions!

[deleted]letztes Jahr