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In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. Gap’s sensible liability and cash management through the COVID period has put it on a more creditworthy path.
2. A historic percentage of Americans believe the country is in bad shape. How does that square with buoyant financial markets?
3. Fading inflation—this was a good week for those in the transitory camp and that’s good for risk assets.
5
1717 ratings
In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. Gap’s sensible liability and cash management through the COVID period has put it on a more creditworthy path.
2. A historic percentage of Americans believe the country is in bad shape. How does that square with buoyant financial markets?
3. Fading inflation—this was a good week for those in the transitory camp and that’s good for risk assets.
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