Скачать или смотреть Macro Gone Wild... Taking Stock Of A Volatile Week (Macro Monday)

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There’s not a lot of consequential data scheduled for release this week. Tuesday brings the July Services PMI figures from both Markit and the ISM, but beyond that, it’s a relatively light calendar.

One under-the-radar data point worth watching is released today: the Senior Loan Officer Opinion Survey (SLOOS) from the Fed. This quarterly survey of lending standards doesn’t usually make headlines, but it’s a powerful leading indicator.

In many ways, lending standards act as a form of shadow stimulus, or perhaps more accurately, a type of leverage on Fed policy. As the chart shows, today’s lending environment gives us a strong signal about future credit conditions, with a lead time of three to four quarters.

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