Van Hesser's 3 Things in Credit - A KBRA Podcast

By KBRA

Each week, KBRA's Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.... more

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FAQs about Van Hesser's 3 Things in Credit - A KBRA Podcast:

How many episodes does Van Hesser's 3 Things in Credit - A KBRA Podcast have?

The podcast currently has 180 episodes available.

Van Hesser's 3 Things in Credit - A KBRA Podcast episodes:

December 13, 2024Peak Trump, Animal Spirits, and Debt Warning
This week, our 3 Things are:
Peak Trump. Are we there yet?
Animal spirits. The NFIB survey suggests it’s real.
Debt warning. The BIS issues a sobering missive.
...more
10min
December 05, 2024Spread Risks, U.S. As Bubble, and Holiday Spending
This week, our 3 Things are:
The risk to spreads. Remember, no one likes inflation.
The threat of U.S. exceptionalism. Is it the mother of all bubbles?
Holiday spending. Consumers and retailers have differing views.
...more
11min
November 15, 2024Chinese Volatility, Private Credit’s Runway, and Bank Lending.
This week, our 3 Things are:
Chinese volatility. Its economic struggles are a double-edged sword to risk markets.
Private credit’s runway. It’s significantly under-allocated, but not likely to stay that way.
Bank lending. They’ve got money to go, as long as you’re on the right side of our “Two Economies.”
...more
10min
November 08, 2024Animal Spirits, Mid-Market Loan Quality, and Higher for Longer II?
This week, our 3 Things are:
Animal spirits. Reward, then risk.
Mid-market loan quality. KBRA’s latest research reveals an interesting turn.
Higher for Longer II? The rates outlook comes with a cost.
...more
10min
November 01, 2024U.S. Consumer, D.R. Horton, and Bush/Gore Redux?
This week, our 3 Things are:
The U.S. consumer. Is that remarkable resilience about to slow?
D.R. Horton. The story behind the miss.
Bush/Gore redux? Tuesday is not likely to be the end of this election.
...more
10min
October 25, 2024U.S. Exceptionalism, Reality Check, and Illiquidity Premium.
This week, our 3 Things are:
U.S. exceptionalism. What’s driving it?
Reality check. We’ll check in on two broad-based barometers of economic growth.
Illiquidity premium. Here’s how Blackstone sees it.
...more
12min
October 18, 2024Tight Spreads, Big Bank Credit Color, and Consumer Expectations
This week, our 3 Things are:
Tight Spreads. What to make of them?
Big Bank Credit Color: Fresh earnings releases reveal how their credit exposure has performed, along with how they see it progressing.
Consumer Expectations. We’ll dig into the New York Fed’s latest survey.
...more
12min
October 11, 2024Recession Probabilities, Jobs Data, and Q3 Earnings
This week, our 3 Things are:
Recession probabilities. We’ll take a look globally as we enter the easing cycle in the West.
Jobs data. You know what the BLS says. Do you believe it?
Q3 earnings. We’ll take a look at what’s ahead.
...more
11min
October 04, 2024 Apollo’s Vision, CRE’s Stability, and Default and Recoveries Update
This week, our 3 Things are:
1.   Apollo’s vision. Growth of private investment-grade credit has implications for portfolio construction.
2.  CRE’s stability. In the aggregate, it’s alright.
3. Default and recoveries update. Eric Rosenthal joins for his latest update.
...more
14min
September 27, 2024 Robust Earnings Growth Forecast, CFO Sentiment, Trade Shock
This week, our 3 Things are:
1. Robust earnings growth forecast. Does that make sense?
2. CFO sentiment. We get conflicting views from two surveys.
3. Trade shock. Keep an eye on the Longshoremen.
...more
12min

FAQs about Van Hesser's 3 Things in Credit - A KBRA Podcast:

How many episodes does Van Hesser's 3 Things in Credit - A KBRA Podcast have?

The podcast currently has 180 episodes available.

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