Delinquencies Warning, Utilities Unicorns, and K-Shapes

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

This week, our 3 Things are:1. Delinquencies warning. Is that really a thing???2. Utilities unicorns. Can a sector be both defensive and growth?3. K-Shapes. They’re present in places beyond the consumer.

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This episode was published on February 20, 2026.

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