EPISODE · Aug 2, 2024 · 10 MIN
Compressed Spreads, Abundant Liquidity, and Texas Downdraft
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are:1. Spread compression. Does this make sense heading into slowdown?2. Abundant liquidity. One asset manager says credit is overbought as a result. We’ll explore.3. Texas downdraft. This caught us by surprise.
What this episode covers
This week, our 3 Things are:1. Spread compression. Does this make sense heading into slowdown?2. Abundant liquidity. One asset manager says credit is overbought as a result. We’ll explore.3. Texas downdraft. This caught us by surprise.
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Compressed Spreads, Abundant Liquidity, and Texas Downdraft
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