Big Bank Color, Labor Sensitivity, and European Update Description

Van Hesser's 3 Things in Credit - A KBRA Podcast
18/07/2025 15 min

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Episode Synopsis

This week, our 3 Things are:

Big bank color. Here’s how credit is performing among the large lenders.
Labor sensitivity. What will it take for employment to crack?
European outlook. Our European Macro Strategist updates his views.

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