Delta Exuberance, Q3 Outlook, and Whistling Past the Slowdown

11/07/2025 8 min

Listen "Delta Exuberance, Q3 Outlook, and Whistling Past the Slowdown"

Episode Synopsis

This week, our 3 Things are:

Delta exuberance. We’ll put a good story in proper perspective. 
A forward look at Q3. What will shape credit markets?
Whistling past the slowdown. Markets have ripped as uncertainty lifts. Don’t lose sight of the whole picture. 

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