EPISODE · Jul 15, 2022 · 13 MIN
3 Things in Credit: July 15, 2022
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are:1. Inflation and credit. This week’s hot CPI and PPI prints increase the likelihood of a harder landing in credit. 2. “Worst ever” sentiment surveys. We’ll provide some perspective. 3. Earnings in a recessionary and rising rate environment. We’ll help you define those dimensions.
What this episode covers
This week, our 3 Things are:1. Inflation and credit. This week’s hot CPI and PPI prints increase the likelihood of a harder landing in credit. 2. “Worst ever” sentiment surveys. We’ll provide some perspective. 3. Earnings in a recessionary and rising rate environment. We’ll help you define those dimensions.
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3 Things in Credit: July 15, 2022
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