EPISODE · Mar 11, 2022 · 10 MIN
3 Things in Credit: March 11, 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:1. Small business. This all-important economic engine is sputtering. We’ll explore. 2. Earnings durability. Estimates remain at a cyclical peak. Does that make sense? 3. Places to hide. Some sectors are built better for this kind of environment. We’ll name names.
What this episode covers
In this week's episode, KBRA Chief Strategist Van Hesser discusses:1. Small business. This all-important economic engine is sputtering. We’ll explore. 2. Earnings durability. Estimates remain at a cyclical peak. Does that make sense? 3. Places to hide. Some sectors are built better for this kind of environment. We’ll name names.
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3 Things in Credit: March 11, 2022
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