EPISODE · Sep 20, 2025 · 10 MIN
Inflation Target, Bond Scarcity, and Capex Supercycle
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are: Inflation target. It’s quietly slipping. Bond scarcity. Demand versus supply. Capex supercycle. We’ll compare equity versus debt.
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Inflation Target, Bond Scarcity, and Capex Supercycle
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