December 17, 2021

3 Things in Credit: December 17, 2021

Listen Later

10 minutes

In this week's episode, KBRA Chief Strategist Van Hesser discusses:

Linear thinkers. The crowd that believes the recovery will be a straight line based on past experience runs the risk of pushing the Fed into a recession-producing policy error. We’ll explain.

Geopolitical hot spots. As the Biden administration focuses internally on navigating America’s toxic politics, the likelihood of flare-ups increases. We’ll tell you what we’re watching.

Corporate earnings are forecast to rise 9% year-over-year in 2022. Is the backdrop to getting there as benign as it needs to be?

...more

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

By KBRA

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1717 ratings

December 17, 2021

3 Things in Credit: December 17, 2021

Listen Later

10 minutes

In this week's episode, KBRA Chief Strategist Van Hesser discusses:

Linear thinkers. The crowd that believes the recovery will be a straight line based on past experience runs the risk of pushing the Fed into a recession-producing policy error. We’ll explain.

Geopolitical hot spots. As the Biden administration focuses internally on navigating America’s toxic politics, the likelihood of flare-ups increases. We’ll tell you what we’re watching.

Corporate earnings are forecast to rise 9% year-over-year in 2022. Is the backdrop to getting there as benign as it needs to be?

...more

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