Epsilon Theory Professional
ET Credit Cycle Monitor
We track the strength of narratives about the credit cycle in general, plus lending, liquidity and other trends in credit markets.
Updated through May 31, 2019 - Please note that we are presently reworking this monitor's queries to ensure that it accurately reflects narratives concerning credit markets. In our opinion, intersection with consumer credit topical discussions has made it too insensitive to changes in institutional credit markets narratives - we will resume updating and publishing once we identify workable queries for going-forward analysis.
ET In Focus reports are single-issue topical analyses. They cover investment and portfolio construction topics, issues relating to the businesses of investment management and wealth management, and narrow analyses of the narrative structure and trends on specific issues, companies, sectors, countries or financial markets.