Waller Redirect, Income Slowdown, and 2026 Default Forecasts.

About this episode

This episode discusses changes in economic risks as noted by a Fed leader, the slowdown in income affecting the economy, and updates on default forecasts for 2026.

This week, our 3 Things are: 1. Waller redirect. One of the Fed’s thought leaders says risks have changed. We’ll dig into what he’s seeing. 2. Income slowdown. The raw material that drives the economy is running into headwinds. 3. 2026 default forecasts. We’ll get the latest update from KBRA Analytics’ Eric Rosenthal.

Topics covered

• Federal Reserve
• economic risks
• income slowdown
• default forecasts
• KBRA Analytics

Keywords

• Waller redirect
• income slowdown
• 2026 default forecasts
• economic risks
• KBRA Analytics

Mentioned in this episode

Organizations: KBRA, Fed

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