EPISODE · Nov 19, 2021 · 10 MIN
3 Things in Credit: November 19, 2021
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. The fading away of COVID, at least in terms of its ability to disrupt. New developments on the therapeutic front might just make that statement true. 2. Retailers had a really strong week. Is the retail apocalypse over? 3. Raging inflation means margin pressure, right? Not so fast—we’ll check Q3 earnings to see where we stand.
What this episode covers
In this week's episode, KBRA Chief Strategist Van Hesser discusses: 1. The fading away of COVID, at least in terms of its ability to disrupt. New developments on the therapeutic front might just make that statement true. 2. Retailers had a really strong week. Is the retail apocalypse over? 3. Raging inflation means margin pressure, right? Not so fast—we’ll check Q3 earnings to see where we stand.
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3 Things in Credit: November 19, 2021
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