Listen "Robust Earnings Growth Forecast, CFO Sentiment, Trade Shock"
Episode Synopsis
This week, our 3 Things are:1. Robust earnings growth forecast. Does that make sense?2. CFO sentiment. We get conflicting views from two surveys.3. Trade shock. Keep an eye on the Longshoremen.
More episodes of the podcast Van Hesser's 3 Things in Credit - A KBRA Podcast
Oil Glut, Credit Cycle, and 2026 Themes
19/12/2025
GM Blowout, U.S. Consumer, Bubbles
24/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.