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

Page: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/growth-shock-vs-inflation-shock-big-bank-credit-color-and-imf-sours
Text version: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/growth-shock-vs-inflation-shock-big-bank-credit-color-and-imf-sours.md
Podcast: [Van Hesser's 3 Things in Credit - A KBRA Podcast](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838)
Published: 2026-04-17T16:47:42+00:00
Episode link: https://podcasters.spotify.com/pod/show/kbra981/episodes/Growth-Shock-vs--Inflation-Shock--Big-Bank-Credit-Color--and-IMF-Sours-e3i2g46
Audio file: https://anchor.fm/s/109cbc12c/podcast/play/118619718/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-17%2Ffcf12ba8-a6b2-4902-1ae7-b2422c7da7c7.mp3
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Duration seconds: 751

## Resource

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.

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## Transcript

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