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  DateDocument Type Title Issuer/Entity
01 Apr 2024 Sector Comment Banks – US: consumer loan performance monthly update: Credit card and auto loan delinquencies slow as they approach peak
01 Mar 2024 Sector Comment Banks – US: consumer loan performance monthly update: Credit card delinquencies and charge-offs march higher to new peaks
01 Dec 2023 Sector Comment Banks – US: consumer loan performance monthly update: Credit card and auto loan charge-offs will continue to march higher
02 Oct 2023 Sector Comment Banks – US: consumer loan performance monthly update: Credit card and auto loan charge-offs grind higher; job market remains solid
23 Aug 2023 Sector Comment Banks – US: consumer loan performance monthly update: Asset quality deterioration continues even though job market remains strong
29 Jun 2023 Sector Comment Banks – US: consumer loan performance monthly update: Moderate asset quality deterioration in May will deepen with unemployment set to rise
01 Jun 2023 Sector Comment Banks – US: consumer loan performance monthly update: Asset quality has weakened to 2019 levels; will weaken further with recession looming
22 May 2023 Sector Comment Banks, RMBS and Covered Bonds – Spain: Spain’s new housing law is credit negative for banks and securitisations
26 Apr 2023 Sector In-Depth Housing and Housing Finance: US: Housing in flux as high rates, prices hit demand; owners with low rates stay put
30 Mar 2023 Sector Comment Banks – US: consumer loan performance monthly update: Deteriorating consumer finances will show up soon in asset quality metrics
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