Coming Tailwinds, Fed Drama, and Private Credit Data Update

Van Hesser's 3 Things in Credit - A KBRA Podcast
05/12/2025 13 min Episodio 224

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Episode Synopsis

This week, our 3 Things are:Coming tailwinds. Sizable stimulus is set to hit in 2026. Fed drama. It seeped into markets this week. Is it here to stay? Private credit data update. Some weakness as you would expect, but surprising fundamental strength. We’ll catch up with Bill Cox, KBRA’s Chief Rating Officer, on the topic.

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