January 28, 2022

3 Things in Credit: January 28, 2022

10 minutes

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

Jerome Powell’s even more hawkish pivot. A more aggressive tightening stance introduces additional risk into our outlook.

Stocks versus bonds. Why has credit held in relatively well compared to equities’ powerful sell-off? We’ll explore.

The all-important U.S. consumer. We’ll canvas three big consumer lenders’ Q4 results for insights into just how durable the consumer is.

...more

By KBRA

1717 ratings

January 28, 2022

10 minutes

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

Jerome Powell’s even more hawkish pivot. A more aggressive tightening stance introduces additional risk into our outlook.

Stocks versus bonds. Why has credit held in relatively well compared to equities’ powerful sell-off? We’ll explore.

The all-important U.S. consumer. We’ll canvas three big consumer lenders’ Q4 results for insights into just how durable the consumer is.

...more

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