This week, our 3 Things are:

This week, our 3 Things are:

1. Dimon on credit. JPMorgan Chase’s CEO is concerned about credit.

2. Growth catalysts. They’re out there, right?

3. Earnings outlook. What do Street strategists say?

This week, our 3 Things are:

1. Exuberance. Is it irrational?

2. Labor strength. Here’s where it might crack.

3. Walmart’s outlook. The challenge of dimensioning tariff impact.

This week, our 3 Things are: 

1. Falling oil. Is it good or bad for credit?

2. Tariff impact. We’ll highlight some useful commentary.

3. Credit appeal. How does credit stack up in this environment?

This week, our 3 Things are:

1. Complacency. It’s back.

2. Trade progress. What’s the evidence?

3. European appeal. It’s become a fashionable trade. My European counterpart weighs in.

This week, our 3 Things are:

This week, our 3 Things are:

This week, our 3 Things are:

1. Policy guardrails. They turned up this week to do what they’re supposed to do.

2. Private credit shock absorber. The presence of private credit, in scale, is a welcome development in stressed markets.

3. Canada and Mexico. Our head of sovereign ratings, Joan Feldbaum-Vidra, provides some much-needed perspective on the fate of these two important trading partners.

This week, our 3 Things are:

This week, our 3 Things are: