EPISODE · Oct 20, 2023 · 10 MIN
Big Bank Color, High Rates, and Relative Value
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are: Big bank color. The largest lenders provide real-time insight into their credit portfolios. Cost of borrowing. It has really gone up, and that’s doing the Fed’s work. Is that a good thing? Credit’s relative value. Here’s how it compares to stocks.
What this episode covers
This week, our 3 Things are: Big bank color. The largest lenders provide real-time insight into their credit portfolios. Cost of borrowing. It has really gone up, and that’s doing the Fed’s work. Is that a good thing? Credit’s relative value. Here’s how it compares to stocks.
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Big Bank Color, High Rates, and Relative Value
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