In this episode, Karen Daly, Head of Public Finance, is joined by Paul Kwiatkoski, Managing Director, and Linda Vanderperre, Senior Director. The group compares the actual performance of state revenues to the projections that were prevalent at the outset of the pandemic. Actual performance exceeded projections made in the early months of the pandemic. However, better-than-expected performance on revenues does not alleviate the myriad budgetary pressures that are still present and conservative budgetary practices remain critical for states in the uncertain environment that remains.

Senior Directors Ashley Phillips and Brian Ropp of KBRA’s Financial Institutions group take us through the third episode of Bank Compendium Insights, which features a discussion around our views on the U.S. Banking industry’s 4th Quarter 2020 performance during the pandemic. They also share observations about our long-term rated banking universe, focusing on key performance and credit metrics, as well as KBRA's expectations for the banking industry and items that they are closely monitoring as the economic situation continues to play out over the next several quarters.

In this episode, Marjan Riggi, Senior Managing Director, Head of Aviation, Transportation and Commercial Finance at KBRA speaks with Corinne Hill, Senior Director and Michael Labuskes, Senior Director, Head of shipping, about what a great year it was for container shipping. Other topics discussed include potential opportunities, ship financing and ESG. The discussion will also include supply discipline; Does it last?

In this episode of KBRA's Structured Finance series, Keith Kockenmeister, Senior Managing Director and Co-Head of CMBS Ratings, sits down with fellow KBRA analysts to discuss the state of the market in 2020, specifically the impacts of COVID-19 on CMBS issuance, property types and CMBS ratings, as well as what to expect in 2021. Joining him in this episode is Nitin Bhasin, Senior Managing Director and Co-Head of CMBS Ratings, and Roy Chun, a Managing Director in our CMBS Group.

In KBRA’s inaugural Muni Spotlight Series episode, Van Hesser, Chief Strategist at KBRA, Karen Daly, Head of Public Finance/Financial Guarantors, Harvey Zachem, Managing Director, and Peter Scherer, Associate, discuss the American consumer, retail sales activity and observations about KBRA’s sales tax rated portfolio. COVID-19 has certainly left its mark economically, but highly effective vaccines give real hope to a normal return in 2021. As always, KBRA will continue to monitor its portfolio on a case by case basis.

In this episode of KBRA’s Structured Finance Outlook series, Brian Ford, Senior Director and head of KBRA’s Structured Finance Research, leads the discussion on the 2021 Outlook for the RMBS sector and more. He is joined by Jack Kahan, a senior managing director and head of our global RMBS group. This episode features a review of key RMBS market and performance themes, as well as 2021 forecasts.

In this episode of KBRA’s Structured Finance Outlook series, Brian Ford, Senior Director and head of KBRA’s Structured Finance Research, leads the discussion on the 2021 Outlook for the ABS sector. He is joined by Rosemary Kelley, head of KBRA’s ABS team, Eric Neglia, a managing director in our ABS Consumer team, and Cecil Smart, a managing director in KBRA’s commercial ABS department. The team examines recent ABS credit trends, spread performance, supply expectations, rating changes, as well as recent performance in our auto loan and unsecured consumer loan indices, and more.

Our latest KBRA Podcasts episode features Global Head of Corporate, Financial, and Government Ratings, William Cox, and Joan Feldbaum-Vidra, Head of Sovereign Ratings. This episode includes discussions on the following timely topics:

• Fiscal stimulus is key, given COVID-related setbacks, although vaccine breakthroughs are promising.

In this episode, KBRA’s Global Head of Corporate, Financial, and Government Ratings, Bill Cox, opens an interesting conversation with KBRA Chief Strategist Van Hesser and Joan Feldbaum-Vidra, Head of Sovereign Ratings. Feldbaum-Vidra and Hesser take stock of COVID-19 risks and dynamics mid-crisis and whether the pandemic has truly threatened the golden age of globalization, and more. Topics discussed include: