EPISODE · Jun 29, 2022 · 8 MIN
3 Things in Credit: June 29, 2022
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are:1. Commodity price plunge. The narrative around much-discussed supply is shifting. 2. Consumer staples. After a period of heightened event risk, the sector’s defensive nature is conveniently returning. 3. Texas Manufacturing Outlook Survey. Activity in the Lone Star State has fallen dramatically.
What this episode covers
This week, our 3 Things are:1. Commodity price plunge. The narrative around much-discussed supply is shifting. 2. Consumer staples. After a period of heightened event risk, the sector’s defensive nature is conveniently returning. 3. Texas Manufacturing Outlook Survey. Activity in the Lone Star State has fallen dramatically.
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3 Things in Credit: June 29, 2022
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