Episode

Waller Redirect, Income Slowdown, and 2026 Default Forecasts.

Podcast: Van Hesser's 3 Things in Credit - A KBRA Podcast
Published: May 29, 2026
Duration seconds: 825
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Canonical source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Waller-Redirect--Income-Slowdown--and-2026-Default-Forecasts-e3k2oku
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Summary

This week, our 3 Things are: 1. Waller redirect. One of the Fed’s thought leaders says risks have changed. We’ll dig into what he’s seeing. 2. Income slowdown. The raw material that drives the economy is running into headwinds. 3. 2026 default forecasts. We’ll get the latest update from KBRA Analytics’ Eric Rosenthal.