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Macronomics: Bad News For Banks, As Credit Growth Is Near The Lowest In 20 Years

It's getting messy in the credit world. What we're going to see is:

• Bank Credit Growth near multi-year lows - banks are simply not lending!

• Sector credit data shows a big drop in industrial credit growth

• Lending to Commercial Real Estate has collapsed -

• Home loans for "higher cost" housing continue to grow and feed the bubble

• We think this is bad news for banks (who get less income) and bad news for the economy (slowing growth)

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