The possibility that the credit cycle is approaching a turning point is being discussed, with US monetary policy seen as the key. Veritas EYE has covered this outlook.
The possibility that the credit cycle is approaching a turning point is being discussed, and attention is focused on developments ahead. US monetary policy is thought to affect whether and when this turning point will materialize.
The view that US monetary policy is key to the turning point is gaining support, and the way in which policy developments are interpreted is also considered important for investment decisions.
This analysis is presented within the scope of reporting by Veritas EYE. Readers following developments are advised to focus on the relationship between policy trends and the credit cycle.