Capex Canary, CRE’s Broader Threat, and Election Tailwind

from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA

This week, our 3 Things are:1. Capex canary in the coal mine. The capacity is there, but the willingness?2. Commercial real estate threat. The federal government is out with a view.3. Presidential elections. We found one way it materially impacts credit markets.

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This episode is 11 minutes long.

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This episode was published on June 28, 2024.

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