Problem Loans, Geopolitics, and Default Forecast

12/01/2024 13 min

Listen "Problem Loans, Geopolitics, and Default Forecast"

Episode Synopsis

This week, our 3 Things are:1.   The rise in problem loans at banks. Should we be worried?2.   Geopolitical risks. The radar is getting crowded. 3.   KBRA Analytics default forecast. We’ve got a non-consensus view.