Strong GDP, Narrowness, and Earnings Warnings

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

This week, our 3 Things are:1. That GDP report. Everyone—literally everyone—missed this. Here are our takeaways.2. Narrowness. Beware of the aggregate statistic. 3. Earnings warnings. Underneath market euphoria is some sobering guidance.

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This episode was published on January 26, 2024.

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