𝐓𝐗𝐌𝐂
𝐓𝐗𝐌𝐂|Oct 06, 2025 15:23
We're in a credit cycle upswing, alright. And virtually none of it is going to households or vanilla biz lending. Updated figures from the Fed show almost all loan growth since start of 2023 is for financial speculation and private credit, with a small % to mortgages. Consumer and C&I loans have actually contracted a bit. Main Street is sidelined.(𝐓𝐗𝐌𝐂)
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