Powell’s Dilemma, FICO Rolls Over, and Direct Lending Update.


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Mar 08 2024 12 mins   4

This week, our 3 Things are:

1. Powell’s dilemma. To cut or not to cut. It’s not just data dependent. We’ll explain.

2. FICO scores. They’ve hooked over for the first time in a decade. What does that mean?

3. Direct lending default and recovery rate surprises. Eric Rosenthal is along to bring you up to date.