Earnings Momentum, 2026 Forecasts, and August Jobs

Van Hesser's 3 Things in Credit - A KBRA Podcast
15/08/2025 11 min

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Episode Synopsis

This week, our 3 Things are:

Earnings momentum. What’s underneath Q2’s double-digit growth headline?
2026 forecasts. Here’s the early read on what forecasters think lies ahead.
August jobs. It will likely be the most consequential data release this year.

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