EPISODE · Mar 8, 2024 · 12 MIN
Powell’s Dilemma, FICO Rolls Over, and Direct Lending Update.
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are:1. Powell’s dilemma. To cut or not to cut. It’s not just data dependent. We’ll explain.2. FICO scores. They’ve hooked over for the first time in a decade. What does that mean?3. Direct lending default and recovery rate surprises. Eric Rosenthal is along to bring you up to date.
What this episode covers
This week, our 3 Things are:1. Powell’s dilemma. To cut or not to cut. It’s not just data dependent. We’ll explain.2. FICO scores. They’ve hooked over for the first time in a decade. What does that mean?3. Direct lending default and recovery rate surprises. Eric Rosenthal is along to bring you up to date.
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Powell’s Dilemma, FICO Rolls Over, and Direct Lending Update.
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