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 193 episodes available.

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

April 04, 2025Tariff Shock, What Will the Fed Do, and Economic Defense
This week, our 3 Things are:
Tariff shock. It’s worse than expected. We’ll give you our updated thoughts around what it means for credit.
What will the Fed do? We game out the reaction function.
Economic defense. How well prepared are consumers and businesses for slowdown? We provide an updated view.
...more
10min
March 28, 2025Recession Risk, C-Suite Sentiment, and Time for Credit
This week, our 3 Things are:
Recession risk. For those keeping score, we’ve gathered the views of a broad cross-section of forecasters. We’ll bring you up to speed on what they’re saying.
C-suite sentiment surveys. There are divergent views.
Time for credit. Performance data demonstrates the appeal of the asset class.
...more
11min
March 21, 2025Strength Into Transition, April 2, and Fed Tea Leaves.
This week, our 3 Things are:
Strength into transition. New national accounts data is out, giving insight into how prepared the consumer and commercial sectors are as we head into “transition.”
April 2. The day-trading partners receive their “number.” What will we learn?
Fed tea leaves. The much-anticipated March meeting. We’ll tell you what it means for credit.
...more
11min
March 14, 2025 Fed Cuts, Airline Read-Across, Syndicated Loan Quality
This week, our 3 Things are:
1.   Fed cuts. The decisions won’t be just data driven—it’ll be behavioral.
2.   Airline read-across. Markets and managements seem to disagree about the near-term outlook.
3.   Syndicated loan quality. There are some surprising developments in a recently released regulatory report.
...more
12min
March 07, 2025Stagflation risk, Growth Scare, and Equities vs. Credit
This week, our 3 Things are:
Stagflation risk. It’s not zero.
Growth scare. How real is it?
Equities vs. credit. Where is the selling pressure?
...more
11min
February 28, 2025Cooling Growth, Jobs’ Sentiment Shift, Technical Strength
This week, our 3 Things are:
Cooling growth. Correction is just another word for normalization.
Jobs’ sentiment shift. This is worth keeping an eye on.
Technical strength. Helping you get comfortable with tight spreads.
...more
11min
February 21, 2025Homebuilder Blues, Walmart Guidance, and Tight Spreads
This week, our 3 Things are:
Homebuilder blues. This engine of growth is slowing.
Walmart guidance. What it says about the consumer.
Tight spreads. They should be wider, right? Well …
...more
12min
February 14, 2025Euphoria Downside, M&A Downdraft, and 10-Year Direction
This week, our 3 Things are:
Euphoria downside. The not so silver lining to optimism.
M&A downdraft. What it means for credit.
10-year direction. Where it’s headed.
...more
11min
February 07, 2025Tariff Time, Credit’s iPhone Moment, and Earnings Check-Up
This week, our 3 Things are:
Tariff time. We’ll provide some perspective on how to dimension this 130-year-old risk.
Credit’s iPhone moment. Two heavyweights tell us we’re at an inflection point.
Earnings check-up. We’ll give an updated view of that which underpins just about every asset class in credit.
...more
11min
January 31, 2025Blackstone Blowout, GDP Miss, and Default Forecasts
This week, our 3 Things are:
Blackstone blowout. What’s the read across?
GDP miss. Peel that onion and you’ll find some good and some not so good.
Default forecasts. Our own Eric Rosenthal will tell you where we’re headed.
...more
15min

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 193 episodes available.