What We’re Watching, Defaults Two Ways, and Oil Price Perspective

What We’re Watching, Defaults Two Ways, and Oil Price Perspective

May 1, 2026 · 11 min

About this episode

The episode discusses current market observations, compares default perspectives, and analyzes oil price trends.

This week, our 3 Things are: 1. What we’re watching. Fresh off the press from our Forward Look publication. 2. Defaults two ways. We compare market prices to the bottom-up view. 3. Oil price perspective. Getting past the threat of “$100 oil.”

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