Credit & bank stress on one sheet: corporate spreads by rating, charge-offs + delinquencies by loan type, SLOOS lending standards, commercial paper and the bank balance sheet
Credit & bank stress on one sheet: corporate spreads by rating, charge-offs + delinquencies by loan type, SLOOS lending standards, commercial paper and the bank balance sheet
Use it when: The one-sheet version — corporate spreads by rating beside the bank data.
The one-sheet version - spreads by rating beside the bank data - for when you want the whole credit picture rather than one series.
Read the quality ladder top to bottom. Stress that is only in CCC is a sector story; stress that has reached BBB is a market one.
Same, and it matters more the more leveraged the tape has become.
Energy credit and crude move together closely enough that a widening in HY energy is worth checking against the crude curve.
show me the credit & funding.add <name> away.The tell: Standards tightening before delinquencies rise is the normal order. Delinquencies rising with standards loose means the cycle is further along than the survey says.
This desk is built from dense sheet panels rather than individual tiles — see below.
Plus 1 dense sheet — wide tables that carry a whole complex in one upstream call rather than a wall of single-series tiles:
These desks assume the theory. If any of it is unfamiliar, the background reading is on the learn side: