Each week, KBRA's Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.
Each week, KBRA's Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.
This week, our 3 Things are:
1. Economic lines of defense. There are significant countervailing forces to slowdown.
2. Q3 earnings. Still positive growth in the face of rising costs.
3. Jobs revisions. The most important jobs data point this month might be next week, not Friday’s.