Consumer and Small Business Credit Holding – ValuePlays
“Davidson” submits:The primary lead up to recessions has been consumer delinquencies rising to identifiable thresholds. The next Fed report is not till late Nov 2025. Meanwhile, the market in general has focused on the debt level and not the consumer’s ability to handle this debt. Delinquencies at all levels have been near historically comfortable levels for consumer. This report by JPMorgan confirms that over-leveraged consumers are not a threat to the economy. That is: No Recession In Sight! Resilient con ...