Growth Shock vs. Inflation Shock, Big Bank Credit Color, and IMF Sours

Growth Shock vs. Inflation Shock, Big Bank Credit Color, and IMF Sours

April 17, 2026 · 13 min

About this episode

The episode discusses the risks of growth shock versus inflation shock, insights on big bank credit, and the IMF's latest forecasts highlighting various economic risks.

This week, our 3 Things are: 1. Growth shock vs. inflation shock. What’s the biggest risk? 2. Big bank credit color. Real-time read on credit from the largest lenders. 3. IMF sours. Its latest forecasts recognize a laundry list of risks.

Topics covered

Keywords

Mentioned in this episode

Organizations: IMF, Big Bank

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