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EPISODE · Jul 12, 2024 · 11 MIN
Second Half [2024] Themes, Earnings Season, and Goldilocks Challenged
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are:1. Second-half [2024] themes. Moving on from inflation.2. Earnings season. Pepsi, Delta, and ConAgra report—and reality bites.3. Goldilocks challenged. Two charts we came across don’t fit the narrative.
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Second Half [2024] Themes, Earnings Season, and Goldilocks Challenged
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