"Visa (V) is the one to watch with their reporting. I noticed a big drop from around the 22nd March which I think is someone letting an increasing delinquency rate be known to their friends. This would have a massive impact on financials overall and provide evidence that the consumer is not strong more so than what is being reported officially."
@gve Visa hasn't published their official SEC filings as yet. Therefore need to wait to see what their delinquencies are and see if these are in-line with Discovery.
The after-hours might change once that additional information has been provided. At present, it appears there is strong growth from the reports I have read but some of the segments did show negative.