September 29, 2023

A Troublesome Scenario, a Case for Cuts, and Remember the SLOOS

Listen Later

9 minutes

This week, our 3 Things are:

A troublesome path. We’ll walk you through a scenario that challenges Goldilocks.

A case for cuts. Be careful what you wish for, but if all goes to plan, it’s part of the back half of 2024.

Don’t lose sight of the SLOOS. It works with a lag, which means it is becoming meaningful.

...more

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

By KBRA

5

1717 ratings

September 29, 2023

A Troublesome Scenario, a Case for Cuts, and Remember the SLOOS

Listen Later

9 minutes

This week, our 3 Things are:

A troublesome path. We’ll walk you through a scenario that challenges Goldilocks.

A case for cuts. Be careful what you wish for, but if all goes to plan, it’s part of the back half of 2024.

Don’t lose sight of the SLOOS. It works with a lag, which means it is becoming meaningful.

...more

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