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

Por: 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.
222 episodios disponibles

Latest episodes of the podcast Van Hesser's 3 Things in Credit - A KBRA Podcast

Oil Glut, Credit Cycle, and 2026 Themes 19/12/2025
Spread Wideners, Private Credit Color, 2026 Risks 12/12/2025
Coming Tailwinds, Fed Drama, and Private Credit Data Update 05/12/2025
Home Depot’s Warning, Private Credit Growth, AI Bubble and Credit 21/11/2025
Holiday Spending, Surging Earnings, and Senior Loan Officer Color 14/11/2025
Private Credit Color, Reduced Uncertainty, and Consumer Belt Tightening 07/11/2025
Consumer No Confidence, Credit Course Correction, and To Cut or Not to Cut 31/10/2025
GM Blowout, U.S. Consumer, Bubbles 24/10/2025
Cycle Turn? Big Bank Credit Color, and Oil’s Price Drop 17/10/2025
Credit “Froth,” Growth Quality, and Q3 Earnings 03/10/2025
Inflation Target, Bond Scarcity, and Capex Supercycle 20/09/2025
Maximum Employment, Retail Therapy, and Risk Versus Uncertainty 19/09/2025
Credit’s Durability, Risk Concentrations, and Distressed Debt Exchanges 12/09/2025
Economic Lines of Defense, Q3 Earnings, and Jobs’ Revisions 05/09/2025
Spreads vs. Yields, Financial Conditions, and Walmart/Target Read-Across 22/08/2025
Earnings Momentum, 2026 Forecasts, and August Jobs 15/08/2025
Inflection Point, Ares’ Perspective, and Maersk’s Beat 08/08/2025
Slowdown, Leveraged Loan Surge, and Default Forecasts 01/08/2025
Growth Catalysts, Homebuilder Bounce, and Tariff Bump 25/07/2025
Big Bank Color, Labor Sensitivity, and European Update Description 18/07/2025
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