EPISODE · Dec 5, 2024 · 10 MIN
Spread Risks, U.S. As Bubble, and Holiday Spending
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are: The risk to spreads. Remember, no one likes inflation. The threat of U.S. exceptionalism. Is it the mother of all bubbles? Holiday spending. Consumers and retailers have differing views.
What this episode covers
This week, our 3 Things are: The risk to spreads. Remember, no one likes inflation. The threat of U.S. exceptionalism. Is it the mother of all bubbles? Holiday spending. Consumers and retailers have differing views.
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Spread Risks, U.S. As Bubble, and Holiday Spending
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