Peter Simon
Head of U.S. Banks at CreditSights, providing analysis on bank earnings, underwriting vintages, and macro risks to consumer credit quality.
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Feb 26, 2026 • 40min
U.S. Consumer Check: Credit Quality Meets Uncertainty
Iris Shi, a senior banks analyst tracking card payments and consumer lending trends. Peter Simon, head of U.S. banks analyzing bank earnings and underwriting vintages. They debate the consumer puzzle with data on employment and elevated balance sheets. They explore credit vintage stabilization, spending bifurcation across income tiers, the student loan delinquency spike, and underappreciated regulatory and generational risks.
