Recent data boosts 2025 outlooks, longer-term expectations unchanged
Certain delinquency rates rising, but credit losses look manageable
Lower-income households have greater inflation fears
High-income households' boost from stocks underpins U.S. resilience
Soaring capital spending making up for weakness in consumers, jobs: Fitch
Unemployment key to credit quality, lenders' bottom lines
Rebound on track, but fate of CUSMA looms over the outlook: BMO
Latest poll of chief U.S. economists sees stronger GDP growth
Government shutdown has markets, the Fed, looking for alternative data
The case for further rate cuts is getting stronger, NBF says