Macro Pulse U.S.: Earnings Estimates Surge as Q1 Upside Broadens
Earnings growth has surged, based on the latest quarterly releases, reinforcing a key underpinning for credit fundamentals and investor risk appetite toward the credit asset class.
In the latest 3 Things in Credit, KBRA’s Chief Markets Strategist Van Hesser discusses how stronger earnings, improving visibility, and changing market narratives are shaping the current credit backdrop. Listen to Van Hesser’s insights on: Apple Podcasts | YouTube Music | Spotify or visit kbra.com/macrocredit.
Q1 2026 earnings are coming through materially stronger…
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