Delinquency churn explained
7:57–9:31 · 94s
Rob introduces "delinquency churn"—high delinquencies without default spikes—and asks what a struggling bottom quartile means for the macro outlook.
7:57–9:31 · 94s
Rob introduces "delinquency churn"—high delinquencies without default spikes—and asks what a struggling bottom quartile means for the macro outlook.
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