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 195 episodes available.

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

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
January 24, 2025Labor Risks, Tariff Time, and Updated Forecasts.
This week, our 3 Things are:
Labor risks. In search of Goldilocks.
Tariff time. McKinley’s revenge.
Forecasts. On the economy and the S&P, there is remarkable consensus.
...more
12min
January 17, 2025Inauguration Bluster, Big Bank Credit Color, and Sentiment Shift
This week, our 3 Things are:
Inauguration bluster. Don’t expect nuance on Monday.
Big bank credit color. Nothing new here is great news.
Sentiment shift. Small Business’s clouds have lifted.
...more
13min
January 10, 202510-Year Blues, Uncertainty, and Credit Card Defaults
This week, our 3 Things are:
10-year blues. We assess the impact of an unwelcome spike.
Uncertainty. It’s returned—what does that mean for valuations?
Credit card default rates. Just how worrisome?
...more
12min
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
11min
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
11min
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
11min
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

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 195 episodes available.

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