Loans rise to record high, Stephanie Link notes

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Artem Shendetskii

31.05.2026

Loans rise to record high, Stephanie Link notes — Fed H.8 data signal record loan growth

Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights the continued importance of monitoring Fed H.8 data for indicators of economic growth.

According to her, overall loans reached a record after rising for the 15th week in 18. Commercial and industrial loans gained for the 7th week in 8, and total loans grew 7.7% year-over-year—its fastest pace in over three years.

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Link previously highlighted Snowflake’s quarterly results, noting product revenue rose 34% and a new $6 billion Amazon commitment. She also reported that $761 billion in AI capital expenditures fueled gains in related industries in May. The recent focus on bank lending and economic indicators builds on her continued coverage of growth trends across sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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