EPISODE · Feb 7, 2025 · 9 MIN
Tariff Time, Credit’s iPhone Moment, and Earnings Check-Up
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are: Tariff time. We’ll provide some perspective on how to dimension this 130-year-old risk. Credit’s iPhone moment. Two heavyweights tell us we’re at an inflection point. Earnings check-up. We’ll give an updated view of that which underpins just about every asset class in credit.
What this episode covers
This week, our 3 Things are: Tariff time. We’ll provide some perspective on how to dimension this 130-year-old risk. Credit’s iPhone moment. Two heavyweights tell us we’re at an inflection point. Earnings check-up. We’ll give an updated view of that which underpins just about every asset class in credit.
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Tariff Time, Credit’s iPhone Moment, and Earnings Check-Up
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