GM Blowout, U.S. Consumer, Bubbles

Van Hesser's 3 Things in Credit - A KBRA Podcast
24/10/2025 13 min Episodio 219

Listen "GM Blowout, U.S. Consumer, Bubbles"

Descargar episodio Ver en sitio original

Episode Synopsis

This week, our 3 Things are:GM blowout. What does this signal about the broader economy? U.S. consumer. We’ve got useful updates on loan quality and spending strength. Bubbles. The chatter is increasing. We’ve got some thoughts.

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

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
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
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA