3 Things in Credit: September 1, 2022

This week, our 3 Things are: 1. Q4 outlook. History tells us to expect volatility. We’ll lay out important parameters. 2. Price of gas. Its ability to move sentiment is too important to downplay. 3. Earnings conference calls. An important new academic work says credit investors don’t pay close enough attention to credit signals embedded in those calls. We’ll interview one of the authors.