Listen "Narrative Shift, SLOOS Update, Sahm Rule"
Episode Synopsis
This week, our 3 Things are:1. Narrative shift. When bad news is bad news.2. Senior Loan Officer Survey. Is it still important?3. The Sahm Rule. It’s back on the radar.
More episodes of the podcast Van Hesser's 3 Things in Credit - A KBRA Podcast
Oil Glut, Credit Cycle, and 2026 Themes
19/12/2025
GM Blowout, U.S. Consumer, Bubbles
24/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.