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Midyear View, Valuation Drivers, Deflationary Reversals

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0 Visninger· 06/30/23

Van Hesser's 3 Things in Credit - A KBRA Podcast
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This week, our 3 Things are: 1. Midyear observations. Risk is very well bid. 2. Second half valuation drivers. We’ll go through a point-by-point rundown. 3. Deflationary force reversal. What does it do to cost structures?

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