EPISODE · Jul 24, 2026 · 10 MIN
Oil vs. Distillates, Rising Uncertainty, and U.S. Exceptionalism
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are:Oil vs. distillates. Time to focus on what actually drives the economy. Rising uncertainty. After a welcome reprieve, it’s back. U.S. exceptionalism. An update from McKinsey makes the case.
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Oil vs. Distillates, Rising Uncertainty, and U.S. Exceptionalism
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