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 211 episodes available.

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

August 22, 2025Spreads vs. Yields, Financial Conditions, and Walmart/Target Read-Across
This week, our 3 Things are:
Spreads vs. yields. Spreads are tight. Yields, not so much.

Financial conditions. Don’t lose sight of what normal is.

Walmart/Target read-across. The big boxes update us on the U.S. consumer.
...more
10min
August 15, 2025Earnings Momentum, 2026 Forecasts, and August Jobs
This week, our 3 Things are:
Earnings momentum. What’s underneath Q2’s double-digit growth headline?

2026 forecasts. Here’s the early read on what forecasters think lies ahead.

August jobs. It will likely be the most consequential data release this year.
...more
12min
August 08, 2025Inflection Point, Ares’ Perspective, and Maersk’s Beat
This week, our 3 Things are:
Inflection point? July jobs was a shock, but does it really reveal something different?

Ares’ perspective. Insightful comments on the growth of private credit.

Maersk’s beat. What it says about global growth.
...more
11min
August 01, 2025Slowdown, Leveraged Loan Surge, and Default Forecasts
This week, our 3 Things are:
Anatomy of slowdown. Risk markets are flying—how do we get to slowdown?

Leveraged loan surge. The market has rebounded from April’s freeze with a vengeance. Is it overheating?

KBRA’s default forecast. We’ll check in with Eric Rosenthal for his latest.
...more
15min
July 25, 2025Growth Catalysts, Homebuilder Bounce, and Tariff Bump
This week, our 3 Things are:
Growth catalysts. Something must be driving stocks higher.

Homebuilder bounce. Is housing finally turning?

Tariff bump. Is 15% the new 10%?
...more
12min
July 18, 2025Big Bank Color, Labor Sensitivity, and European Update Description
This week, our 3 Things are:
Big bank color. Here’s how credit is performing among the large lenders.

Labor sensitivity. What will it take for employment to crack?

European outlook. Our European Macro Strategist updates his views.
...more
16min
July 11, 2025Delta Exuberance, Q3 Outlook, and Whistling Past the Slowdown
This week, our 3 Things are:
Delta exuberance. We’ll put a good story in proper perspective.

A forward look at Q3. What will shape credit markets?

Whistling past the slowdown. Markets have ripped as uncertainty lifts. Don’t lose sight of the whole picture.
...more
9min
June 27, 2025Middle East Tension, Powell vs. the LEI, and United Airlines
This week, our 3 Things are:
Middle East tension. We’ll think through how important oil volatility is.

Powell vs. the LEI. We’ll explore two divergent views of the economy.

United Airlines guidance. We’ll revisit the company’s unconventional earnings guidance from April.
...more
9min
June 13, 2025Data Vacuum, Sand in the Gears, and Consumer Angst
This week, our 3 Things are:
Data vacuum. Be patient—the meaningful reset is coming.

Sand in the gears. While we wait for data, here’s what is forecast.

Consumer angst. The Fed’s latest survey reflects growing concern among the less advantaged part of our Two Economies.
...more
10min
June 06, 2025Volatility Settles, “Dangerous” Finance, and Slowdown Approaching
This week, our 3 Things are:
Volatility settles. Are we past the storm or merely complacent?

“Dangerous” finance. Is The Economist’s characterization accurate or just sensationalistic?

Slowdown approaching. As more hard data shows slowdown, we look to this week’s Beige Book for a sentiment shift.
...more
11min

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 211 episodes available.

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