EPISODE · Oct 13, 2023 · 11 MIN
Q3 Earnings, Fed Change, and Pemberton’s View
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are:1. Q3 earnings. They should be fine overall, but we’re not out of the woods yet.2. Fed change. A decidedly dovish narrative is emerging.3. Pemberton’s view. We sat down with the Managing Partner of one of Europe’s largest private credit managers. You’ll want to listen in.
What this episode covers
This week, our 3 Things are:1. Q3 earnings. They should be fine overall, but we’re not out of the woods yet.2. Fed change. A decidedly dovish narrative is emerging.3. Pemberton’s view. We sat down with the Managing Partner of one of Europe’s largest private credit managers. You’ll want to listen in.
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Q3 Earnings, Fed Change, and Pemberton’s View
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