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 …
-
Show this thread
-
Death, taxes, and the federal debt rising every year:pic.twitter.com/jtP03svQL4
1 reply 0 retweets 0 likesShow this thread -
The short term funding market - $10 trillion in size, with households as largest class of lenders:pic.twitter.com/7iO01xaovb
1 reply 0 retweets 0 likesShow this thread -
The corporate bond market - I like the illustration & inclusion of CDS in the bottom-right of the chart:pic.twitter.com/w6KLD33XM7
1 reply 0 retweets 0 likesShow this thread -
Growth in IG debt outstanding accelerated in 2015-2017 and hasn't slowed down since:pic.twitter.com/a4xAwMPq7M
1 reply 0 retweets 0 likesShow this thread -
An interesting chart following CLO creation & market stats - ~$642 billion in market size with ~60% rated AAA:pic.twitter.com/wmoLnqnWdV
1 reply 0 retweets 0 likesShow this thread -
The CLO market in one chart - Big Short reference added by yours truly:pic.twitter.com/VqgWgizjcv
1 reply 0 retweets 0 likesShow this thread -
The GFC slowed down CLO growth, but by no means stopped it:pic.twitter.com/bXbIBL5PiA
1 reply 0 retweets 1 likeShow this thread -
Muni market size - retail investors are the source for most of the lending:pic.twitter.com/FClpcccT1f
1 reply 0 retweets 0 likesShow this thread -
US commercial real estate market - certainly smaller post COVID, with banks the biggest source of lending:pic.twitter.com/1AdZoVCJY9
1 reply 0 retweets 1 likeShow 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
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.