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Category: Credit Cycle Monitor

Credit and Debt Monitor – 1.31.2020

The decline in the strength of the Q4 Narrative of a risk of “collapse” in credit markets continued in January. Uniquely among our macronarratives, cohesion…

Rusty Guinn February 7, 2020

Credit and Debt Monitor – 12.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Rusty Guinn January 8, 2020

Credit and Debt Monitor – 11.30.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Rusty Guinn December 6, 2019

Credit Cycle Monitor – 5.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Rusty Guinn June 5, 2019

Credit Cycle Monitor – 4.30.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Rusty Guinn May 6, 2019

Credit Cycle Monitor – 3.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Rusty Guinn April 4, 2019

Credit Cycle Monitor – 2.28.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying…

Rusty Guinn March 5, 2019

Credit Cycle Monitor – 1.31.2019

Access this month’s monitor slides in Powerpoint and in PDF. Access the data in Excel. The attention on credit and credit cycles has increased slightly, but most of…

Rusty Guinn February 5, 2019

Credit Cycle Monitor – 12.31.2018

Access this month’s monitor slides in Powerpoint and in PDF. Access the monitor values in Excel. As we noted in November, missionaries in force were a leading indicator for…

Rusty Guinn January 7, 2019

Credit Cycle Monitor – 11.30.2018

Access this month’s monitor slides in Powerpoint and in PDF. Access the monitor values in Excel. Our single point attention measure rose from floor levels in…

Rusty Guinn November 30, 2018

Credit Cycle Monitor – 10.31.2018

While articles including key credit terms continued to rise in October, their internal coherence continued to fall. This means that stories tended to cover individual…

Rusty Guinn October 31, 2018
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