Everything tagged "credit" across research, earnings, and macro.
3 articles
Synchrony Financial looks like a stock being punished for a credit break that has not shown up in the latest reported numbers. With Q2 earnings due July 21, the setup is simple: if charge-offs and delinquencies stay within the company’s own seasonal script, this sell-off looks too harsh.
Blackstone’s scale in alternatives, rising perpetual capital, and AI-linked infrastructure exposure are driving durable fee growth. Valuation is rich, but the franchise still supports a Buy call.
Fair Isaac is a high-margin compounder with dominant credit-scoring economics and growing software momentum. The stock looks constructive, but its premium valuation leaves little room for execution misses.
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