In this week's episode, KBRA Chief Strategist Van Hesser discusses:

1. Risks. There is no shortage of things on this list, but we’ll highlight the ones that we are paying close attention to.
2. The jobs report. Our focal point remains more on growth in the labor force and less on the unemployment rate.
3. Supply chains are broken and driving the inflation narrative, right? The latest data shows the predictable correction is happening.

In this week's episode, KBRA Chief Strategist Van Hesser discusses:

In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. The leveraged loan market saw deals pulled this week, prompting some market heavyweights to wonder if this is the start of something bigger. We’ll weigh in.
2. China has become a remarkably fluid story influencing credit markets. Here’s what to watch in 2022.
3. Small to midsize business indicators are flashing yellow. Don’t lose sight of what is happening in this sector that is so important to economic growth.

In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. Omicron. We’ve sifted through all the noise to come up with useful perspective to creditors.
2. Nordstrom’s big earnings miss. What’s the correlation to the retailing sector?
3. One measure of investor sentiment has swung wildly in the past week. We’ll walk you through the equities-versus-credit story.

In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. The fading away of COVID, at least in terms of its ability to disrupt. New developments on the therapeutic front might just make that statement true.
2. Retailers had a really strong week. Is the retail apocalypse over?
3. Raging inflation means margin pressure, right? Not so fast—we’ll check Q3 earnings to see where we stand.

In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. Inflation. It’s back, but will it stay? Here is some much-needed perspective.
2. General Electric’s cautionary tale. Did investors overweight the benefits of diversification?
3. The Fed’s semiannual report on risks to the financial system is out, and it’s fairly benign. Should we be worried?

In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. The spike in home values. We remain comfortable with the risks to markets and the broader economy, and there are opportunities emerging in what could be a housing “super-cycle.”
2. Where did all of the savings go? Apparently, it’s been spent, taking away one oft-discussed engine of future spending growth.
3. Government bond market volatility. Should we care?

In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. Uncertainty reigns. The common thread running through our recent webinar was one of uncertainty—something underweighted in credit markets today.
2. General Electric (GE) is making progress in its restructuring, and its commitment to deleveraging is sensible. But a challenging environment is not making GE’s transition an easy one.
3. Consumer malaise—it’s a corrosive condition that is showing up more and more in the Great Deceleration.

In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. Thematic investing seems to be trumping fundamentals in credit. That doesn’t sound like an investing strategy—but in this market, with this level of exogenous influence, it might make sense.
2. Big bank earnings once again reassured markets that all is not only well, but extraordinarily so. We canvas the conference calls for insightful color.
3. COVID’s impact on globalization and supply chains—how real is the threat? We’ll examine the issue.

In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. The rise in energy prices is spooking politicians and investors. What does it mean for credit? We’ll set the context.
2. As we enter Q3 earnings season, all eyes are on corporate margins. Powering through the multitude of headwinds is a tall order.
3. Europe’s political winds are shifting in ways that are reducing euro area credit risk. We’ll talk to KBRA’s Europe-based sovereign analyst for his take.