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Earnings Growth, Bank Exposure to Nonbanks, and Constructive Pessimism
This week, our 3 Things are:
- Earnings growth. One observer describes earnings growth as “soaring.” Is that right?
- Bank exposure to nonbanks. Should we be worried about the linkage?
- Constructive pessimism. It’s present and it’s bondholder-friendly.
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By KBRA
5
1717 ratings
This week, our 3 Things are:
- Earnings growth. One observer describes earnings growth as “soaring.” Is that right?
- Bank exposure to nonbanks. Should we be worried about the linkage?
- Constructive pessimism. It’s present and it’s bondholder-friendly.
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