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

Tariff Shock, What Will the Fed Do, and Economic Defense

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This week, our 3 Things are:

  1. Tariff shock. It’s worse than expected. We’ll give you our updated thoughts around what it means for credit.
  2. What will the Fed do? We game out the reaction function.
  3. Economic defense. How well prepared are consumers and businesses for slowdown? We provide an updated view.  
    4. ...more
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    Van Hesser's 3 Things in Credit - A KBRA PodcastBy KBRA
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