# Waller Redirect, Income Slowdown, and 2026 Default Forecasts.

Page: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/waller-redirect-income-slowdown-and-2026-default-forecasts
Text version: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/waller-redirect-income-slowdown-and-2026-default-forecasts.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: 2026-05-29T15:55:04+00:00
Episode link: https://podcasters.spotify.com/pod/show/kbra981/episodes/Waller-Redirect--Income-Slowdown--and-2026-Default-Forecasts-e3k2oku
Audio file: https://anchor.fm/s/109cbc12c/podcast/play/120725598/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-29%2F57c56938-72dd-0b49-951d-19176ac7fefd.mp3
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Duration seconds: 825

## Resource

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.

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## Transcript

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