The strictest lending standards in history, but market risk sentiment is still high 🙂

Overall, lending standards are currently at the most stringent levels seen during the late dot-com bubble, Lehman incident and the epidemic, and are expected to reduce GDP by 0.5% to 1% over the next two quarters, although this is different from the previous situation. However, the market's expectations for corporate earnings are still positive, the economic data are quite good, and there are high expectations for the Federal Reserve to start cutting interest rates in 2024. The market risk sentiment remains high, and the stock market is almost completely indifferent to the tightening of loans.

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