Episode

Growth Shock vs. Inflation Shock, Big Bank Credit Color, and IMF Sours

Podcast: Van Hesser's 3 Things in Credit - A KBRA Podcast
Published: Apr 17, 2026
Duration seconds: 751
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Summary

This week, our 3 Things are: 1. Growth shock vs. inflation shock. What’s the biggest risk? 2. Big bank credit color. Real-time read on credit from the largest lenders. 3. IMF sours. Its latest forecasts recognize a laundry list of risks.