EPISODE · Jan 26, 2024 · 9 MIN
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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Strong GDP, Narrowness, and Earnings Warnings
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This episode was published on January 26, 2024.
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