Yes, this one did go under the radar somewhat. Free money isgoodgreat for low end consumerism and the U.S. stimulus will offset something that I've had marked in my calendar as a problem for Australian based BNPL for some time - the winding back of free money in Australia at the end of March. BNPLs need to be going all out right now in the U.S. for market share - everything to play for in the next 6 months, likely to shape the industry for the foreseeable future.
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