EPISODE · Apr 4, 2025 · 9 MIN
Tariff Shock, What Will the Fed Do, and Economic Defense
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are: Tariff shock. It’s worse than expected. We’ll give you our updated thoughts around what it means for credit. What will the Fed do? We game out the reaction function. Economic defense. How well prepared are consumers and businesses for slowdown? We provide an updated view.
What this episode covers
This week, our 3 Things are: Tariff shock. It’s worse than expected. We’ll give you our updated thoughts around what it means for credit. What will the Fed do? We game out the reaction function. Economic defense. How well prepared are consumers and businesses for slowdown? We provide an updated view.
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Tariff Shock, What Will the Fed Do, and Economic Defense
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