Rate Cuts, Hot GDP, and Two Economies’ Delinquencies

from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA

This week, our 3 Things are:1. Rate cuts. Here are some grounding points around this upcoming paradigm shift.2. Where is the slowdown? Q2 GDP blows away the consensus. Does that change things?3. Consumer loan deterioration in a low unemployment environment. This cycle is different.

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This episode is 11 minutes long.

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This episode was published on July 26, 2024.

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