Update: Our Top Five Ideas

September 25, 2024 | Premium Service | Below for our subscribers we provide some specific thoughts on our bank, mortgage and finance surveillance groups. With consumer confidence falling the most in three years, we begin to understand the urgency behind the 50bp rate cut by the FOMC. How will the sudden shift in Fed policy impact financials? Are we headed for a recession? The chart below shows total credit card delinquency for all US banks, above pre-COVID levels and slowly climbing.

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