Ben’s Field Notes
Rigorous Analysis. Questionable Conclusions. Overengineered Charts.
A public data journal. Mostly credit markets, occasionally macro, always overengineered. I spend an unreasonable amount of time downloading and parsing financial datasets so you don't have to — though you probably also don't want to.
Data from SEC EDGAR, the Federal Reserve, and FRED. Analysis my own. Conclusions questionable by design.
Dashboards
Live charts querying the data lake directly. Updated when the pipelines run, which is to say, whenever I remember to run them.
Auto Loan Credit — ABS-EE Panel
Loan-level delinquency data from SEC EDGAR ABS-EE filings. Consumer auto credit, aggregated from servicer reports. Not exactly a beach read.
Bank Lending Standards — SLOOS
The Fed’s Senior Loan Officer Opinion Survey. Banks self-reporting whether they’re tightening credit. Spoiler: when they tighten a lot, things tend to get interesting.