Excess Profits, Uncertainty, and Services’ Weakness

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

This week, our 3 Things are: 1. Excess profits. We should not be surprised when they get competed away. 2. Uncertainty. No shortage of divergent views of where we’re headed. 3. Services’ weakness. It’s here, and that’s good and bad for credit.

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This episode was published on June 9, 2023.

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