EPISODE · Aug 25, 2023 · 9 MIN
Global Divergence, Macy’s, and Risk/Reward
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are: 1. Global economic divergence. Exposure to China and Russia continue to play a role. 2. Macy’s earnings. The retailing bellwether had a lot to say about the U.S. consumer. 3. Credit risk and reward. By one measure, it hasn’t looked this good in a long time.
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