EPISODE · Jan 28, 2022 · 10 MIN
3 Things in Credit: January 28, 2022
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
In this week's episode, KBRA Chief Strategist Van Hesser discusses: Jerome Powell’s even more hawkish pivot. A more aggressive tightening stance introduces additional risk into our outlook. Stocks versus bonds. Why has credit held in relatively well compared to equities’ powerful sell-off? We’ll explore. The all-important U.S. consumer. We’ll canvas three big consumer lenders’ Q4 results for insights into just how durable the consumer is.
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3 Things in Credit: January 28, 2022
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