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What We’re Watching, Visa/Mastercard Spending Update, and KBRA DLD Default Forecasts
This week, our 3 Things are:
1. What we’re watching. Here’s what we believe will shape credit valuation over the near-term.
2. Visa/Mastercard spending update. The latest read from the global payments titans.
3. KBRA DLD default forecasts. Our own Eric Rosenthal weighs in with his outlook for 2026.
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By KBRA
5
1717 ratings
This week, our 3 Things are:
1. What we’re watching. Here’s what we believe will shape credit valuation over the near-term.
2. Visa/Mastercard spending update. The latest read from the global payments titans.
3. KBRA DLD default forecasts. Our own Eric Rosenthal weighs in with his outlook for 2026.
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