As COVID-19 continues spreading, the impact to business, markets, and everyday life is changing on a daily – if not hourly – basis. In my more than three decades of investing experience, I’ve never witnessed this much panic. There’s so much fear cutting across all industries and asset classes.
Certain sectors, naturally, are at more risk, such as those involving travel, tourism, entertainment, sports, restaurants and retail.
That’s why the resource provided by Trepp Analytics is so important. It involves quarterly loan origination and performance data from Q1-13 through the present provided by participating banks.