In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. The rise in energy prices is spooking politicians and investors. What does it mean for credit? We’ll set the context.
2. As we enter Q3 earnings season, all eyes are on corporate margins. Powering through the multitude of headwinds is a tall order.
3. Europe’s political winds are shifting in ways that are reducing euro area credit risk. We’ll talk to KBRA’s Europe-based sovereign analyst for his take.