EPISODE · May 17, 2024 · 10 MIN
Inflation, Two Economies, and Vanishing Excess Savings
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are:1. That inflation print. Has the fever broken?2. Two economies. The aggregate data and market developments are all good. But that’s not the full story.3. Excess savings. That, which has powered the better-than-expected economy, is gone. So says the San Francisco Fed.
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Inflation, Two Economies, and Vanishing Excess Savings
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This episode was published on May 17, 2024.
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