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

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

News:Business News

Second Half [2024] Themes, Earnings Season, and Goldilocks Challenged

Second Half [2024] Themes, Earnings Season, and Goldilocks Challenged

2024-07-12
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This week, our 3 Things are: 1.   Second-half [2024] themes. Moving on from inflation. 2.   Earnings season. Pepsi, Delta, and ConAgra report—and reality bites. 3.   Goldilocks challenged. Two charts we came across don’t fit the narrative.  
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