Death, taxes, and the federal debt rising every year:pic.twitter.com/jtP03svQL4
Show this thread
There are some great charts in this recent SEC US Credit Markets report - a thread with the best ones below.
Thanks @MarcRuby for bringing to may attention.
https://www.sec.gov/files/US-Credit-Markets_COVID-19_Report.pdf …
-
-
-
The short term funding market - $10 trillion in size, with households as largest class of lenders:pic.twitter.com/7iO01xaovb
Show this thread -
The corporate bond market - I like the illustration & inclusion of CDS in the bottom-right of the chart:pic.twitter.com/w6KLD33XM7
Show this thread -
Growth in IG debt outstanding accelerated in 2015-2017 and hasn't slowed down since:pic.twitter.com/a4xAwMPq7M
Show this thread -
An interesting chart following CLO creation & market stats - ~$642 billion in market size with ~60% rated AAA:pic.twitter.com/wmoLnqnWdV
Show this thread -
The CLO market in one chart - Big Short reference added by yours truly:pic.twitter.com/VqgWgizjcv
Show this thread -
The GFC slowed down CLO growth, but by no means stopped it:pic.twitter.com/bXbIBL5PiA
Show this thread -
Muni market size - retail investors are the source for most of the lending:pic.twitter.com/FClpcccT1f
Show this thread -
US commercial real estate market - certainly smaller post COVID, with banks the biggest source of lending:pic.twitter.com/1AdZoVCJY9
Show this thread -
I found these charts interesting when considering: 1) the interplay bw banks, insurance cos and retail on the lending side 2) the shorter term the funding, the more complex the market 3) regulation has neutered banks recently, but they're still huge in all markets
Show this thread
End of conversation
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.