Post-Trumpian Fintech Bounce: How High? How Long?
- R. Christopher Whalen
- 6 hours ago
- 6 min read
May 12, 2025 | Premium Service | Most of the finance companies we follow outside of the residential mortgage vertical were down significantly year-to-date, but have bounced strongly in the past month. What is the outlook for nonbank finance and that subset known to some as fintech over the next couple of years? If we assume that there is an accumulating need to purge the system of defaults in areas such as unsecured consumer, credit cards and auto loans, how do finance companies new and old ride out the storm? Does buy-now-pay-later (BNPL) become pay never?
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