
← Van Hesser's 3 Things in Credit - A KBRA Podcast2 oct. · 8 min
Economy Strong, Spreads Wider? Pre-Conflict Oil, and Real, Real Rates
Economy Strong, Spreads Wider? Pre-Conflict Oil, and Real, Real Rates
<p>This week, our 3 Things are:</p><ol> 1. Economy strong, spreads wider? That needs an explanation. </ol><ol>2. Pre-conflict oil. If you follow the headlines, this is a surprise. </ol><ol>3. Real, real rates. Bonds are back. </ol>