Best of Bloomberg Intelligence (07/07/2022)

The video discusses the positioning of credit card companies in the event of a US recession, focusing on loan growth trends and economic signals. It highlights the performance of major credit card lenders, with Amex leading due to its spend-centric model and Capital One facing potential risks due to its subprime exposure. The video also covers interest rate adjustments and net interest margins, noting limited room for expansion due to already high yields.

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What are the expectations for interest rate adjustments among card lenders?