Hard Data Arrives, Earnings Recession, and Recession Models

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

This week, our 3 Things are: 1. Hard data confirming slowdown. It’s here. 2. Earnings recession. It’s not good for credit, but magnitude matters. 3. Market-implied recession models. They can be misleading.

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This episode was published on January 27, 2023.

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