EPISODE · Sep 10, 2021 · 10 MIN
3 Things in Credit: September 10, 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. Here comes what could be a 10% hit to corporate earnings—it’s higher taxes, if Biden gets his way. 2. Credit deterioration in the “buy now, pay later” space could be a canary in the coal mine for consumer lenders. We’ll explain. 3. The delta variant is causing travel to fall off once again. But don’t think the travel, leisure, and hospitality sectors will be out of the woods post-COVID.
What this episode covers
In this week's episode, KBRA Chief Strategist Van Hesser discusses: 1. Here comes what could be a 10% hit to corporate earnings—it’s higher taxes, if Biden gets his way. 2. Credit deterioration in the “buy now, pay later” space could be a canary in the coal mine for consumer lenders. We’ll explain. 3. The delta variant is causing travel to fall off once again. But don’t think the travel, leisure, and hospitality sectors will be out of the woods post-COVID.
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3 Things in Credit: September 10, 2021
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