[Peningkatan pesat dalam jumlah kebangkrutan perusahaan besar, benih risiko yang diabaikan pasar] Kegagalan perusahaan besar di Amerika Serikat meningkat pesat. Jumlah kebangkrutan pada Juli 2025 sebanyak 71, level tertinggi sejak pandemi pada 2020. Itu telah berada pada level tinggi selama tiga bulan berturut-turut, dengan 66 kasus pada bulan Juni dan 64 kasus pada Mei.
The Kobeissi Letter
The Kobeissi Letter12 Agu 2025
BREAKING: 71 large US companies went bankrupt in July, the highest monthly total since the 2020 pandemic. This follows 66 and 64 fillings in June and May, respectively. Year-to-date, there have been 446 large bankruptcies, the most in 15 years. This is already higher than the full-year totals for 2021 and 2022, when 405 and 373 firms went bankrupt. Industrial and consumer discretionary companies have led the surge, with 70 and 61 filings, respectively. The pace of bankruptcies is accelerating.
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