The Risk Management Association

The recent U.S.-China tariff pause eased recession fears and sparked a market rally, but for banks and their borrowers, the road ahead still looks bumpy.

With tariffs holding at historically high levels, business margins remain under pressure and credit risk is shifting across sectors. In this week’s Insider, economist John Silvia and other experts unpack the implications for loan demand, inflation, and the Fed’s next move.

Read the full breakdown of what this truce really means for bank risk. https://bit.ly/4nwiszh

From Tariffs: Tighter Credit, Slower Growth, and a New Normal As banks scramble to determine how tariffs could affect the creditworthiness of individual business borrowers, their potential to weigh down an economy that was already showing signs of weakness could also pose challenges for financial institutions. This week, we’re returning to our conversation w...