EPISODE · Jan 5, 2024 · 11 MIN
Banks, Sentiment Split, and Financial Conditions
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are:1. The banks are alright. Questions as to the viability of the business model are misplaced.2. Sentiment split. Folks are split on the recession call and risk valuations. Here’s what that means. 3. Financial conditions. They might not be as loose as you’ve heard. Here’s a measure worth considering.
What this episode covers
This week, our 3 Things are:1. The banks are alright. Questions as to the viability of the business model are misplaced.2. Sentiment split. Folks are split on the recession call and risk valuations. Here’s what that means. 3. Financial conditions. They might not be as loose as you’ve heard. Here’s a measure worth considering.
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Banks, Sentiment Split, and Financial Conditions
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