EPISODE · Sep 29, 2023 · 9 MIN
A Troublesome Scenario, a Case for Cuts, and Remember the SLOOS
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are: A troublesome path. We’ll walk you through a scenario that challenges Goldilocks. A case for cuts. Be careful what you wish for, but if all goes to plan, it’s part of the back half of 2024. Don’t lose sight of the SLOOS. It works with a lag, which means it is becoming meaningful.
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This episode was published on September 29, 2023.
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