EPISODE · Mar 12, 2021 · 13 MIN
3 Things in Credit: March 12, 2021
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
In this week's episode of 3 Things in Credit, KBRA Chief Strategist Van Hesser discusses: - The cost of just about everything manufacturers need is jumping as the economy roars back to life. Beware of margin compression over the next couple of quarters. - The CEO of General Electric “turned the lights out” on GE Capital this week. There are important lessons learned from this saga, we’ll elaborate. - The American Rescue Plan is here. We’ll sort through the hype and tell you what it means for creditors.
What this episode covers
In this week's episode of 3 Things in Credit, KBRA Chief Strategist Van Hesser discusses: - The cost of just about everything manufacturers need is jumping as the economy roars back to life. Beware of margin compression over the next couple of quarters. - The CEO of General Electric “turned the lights out” on GE Capital this week. There are important lessons learned from this saga, we’ll elaborate. - The American Rescue Plan is here. We’ll sort through the hype and tell you what it means for creditors.
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3 Things in Credit: March 12, 2021
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