EPISODE · Nov 5, 2021 · 9 MIN
3 Things in Credit: November 5, 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 spike in home values. We remain comfortable with the risks to markets and the broader economy, and there are opportunities emerging in what could be a housing “super-cycle.” 2. Where did all of the savings go? Apparently, it’s been spent, taking away one oft-discussed engine of future spending growth. 3. Government bond market volatility. Should we care?
What this episode covers
In this week's episode, KBRA Chief Strategist Van Hesser discusses: 1. The spike in home values. We remain comfortable with the risks to markets and the broader economy, and there are opportunities emerging in what could be a housing “super-cycle.” 2. Where did all of the savings go? Apparently, it’s been spent, taking away one oft-discussed engine of future spending growth. 3. Government bond market volatility. Should we care?
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3 Things in Credit: November 5, 2021
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