<![CDATA[ We expect credit conditions to weaken in the next 12 months. We believe the war in the Middle East may be the catalyst that finally pushes the credit cycle--and the prolonged favorable financing conditions--to turn. ]]>

<![CDATA[ The Health Care Credit Beat: Thoughts on 100% Pharma Tariffs, Middle East Conflict Impact, and Medicare Advantage 2.48% ]]>

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