Earnings Growth, Bank Exposure to Nonbanks, and Constructive Pessimism

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

This week, our 3 Things are:Earnings growth. One observer describes earnings growth as “soaring.” Is that right?Bank exposure to nonbanks. Should we be worried about the linkage?Constructive pessimism. It’s present and it’s bondholder-friendly.

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This episode was published on April 24, 2026.

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