In this week's episode of 3 Things in Credit, KBRA Chief Strategist Van Hesser discusses:
- The cost of just about everything manufacturers need is jumping as the economy roars back to life. Beware of margin compression over the next couple of quarters.
- The CEO of General Electric “turned the lights out” on GE Capital this week. There are important lessons learned from this saga, we’ll elaborate.
- The American Rescue Plan is here. We’ll sort through the hype and tell you what it means for creditors.