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Coming Tailwinds, Fed Drama, and Private Credit Data Update
This week, our 3 Things are:
- Coming tailwinds. Sizable stimulus is set to hit in 2026.
- Fed drama. It seeped into markets this week. Is it here to stay?
- Private credit data update. Some weakness as you would expect, but surprising fundamental strength. We’ll catch up with Bill Cox, KBRA’s Chief Rating Officer, on the topic.
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By KBRA
5
1717 ratings
This week, our 3 Things are:
- Coming tailwinds. Sizable stimulus is set to hit in 2026.
- Fed drama. It seeped into markets this week. Is it here to stay?
- Private credit data update. Some weakness as you would expect, but surprising fundamental strength. We’ll catch up with Bill Cox, KBRA’s Chief Rating Officer, on the topic.
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