EPISODE · Dec 17, 2021 · 10 MIN
3 Things in Credit: December 17, 2021
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
In this week's episode, KBRA Chief Strategist Van Hesser discusses: Linear thinkers. The crowd that believes the recovery will be a straight line based on past experience runs the risk of pushing the Fed into a recession-producing policy error. We’ll explain. Geopolitical hot spots. As the Biden administration focuses internally on navigating America’s toxic politics, the likelihood of flare-ups increases. We’ll tell you what we’re watching. Corporate earnings are forecast to rise 9% year-over-year in 2022. Is the backdrop to getting there as benign as it needs to be?
What this episode covers
In this week's episode, KBRA Chief Strategist Van Hesser discusses: Linear thinkers. The crowd that believes the recovery will be a straight line based on past experience runs the risk of pushing the Fed into a recession-producing policy error. We’ll explain. Geopolitical hot spots. As the Biden administration focuses internally on navigating America’s toxic politics, the likelihood of flare-ups increases. We’ll tell you what we’re watching. Corporate earnings are forecast to rise 9% year-over-year in 2022. Is the backdrop to getting there as benign as it needs to be?
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3 Things in Credit: December 17, 2021
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