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

Mostrando página 3 de 12

Tariff Time, Credit’s iPhone Moment, and Earnings Check-Up 07/02/2025
Blackstone Blowout, GDP Miss, and Default Forecasts 31/01/2025
Labor Risks, Tariff Time, and Updated Forecasts. 24/01/2025
Inauguration Bluster, Big Bank Credit Color, and Sentiment Shift 17/01/2025
10-Year Blues, Uncertainty, and Credit Card Defaults 10/01/2025
Peak Trump, Animal Spirits, and Debt Warning 13/12/2024
Spread Risks, U.S. As Bubble, and Holiday Spending 05/12/2024
Chinese Volatility, Private Credit’s Runway, and Bank Lending. 15/11/2024
Animal Spirits, Mid-Market Loan Quality, and Higher for Longer II? 08/11/2024
U.S. Consumer, D.R. Horton, and Bush/Gore Redux? 01/11/2024
U.S. Exceptionalism, Reality Check, and Illiquidity Premium. 25/10/2024
Tight Spreads, Big Bank Credit Color, and Consumer Expectations 18/10/2024
Recession Probabilities, Jobs Data, and Q3 Earnings 11/10/2024
Apollo’s Vision, CRE’s Stability, and Default and Recoveries Update 04/10/2024
Robust Earnings Growth Forecast, CFO Sentiment, Trade Shock 27/09/2024
Fed’s Big Move, Credit Exuberance, and Post-Cut Expectations 20/09/2024
Bank Warnings, Small Business Struggles, and Post-Inflation Risks 13/09/2024
Savings Rate, 2025 Earnings, and Beige Book 06/09/2024
Debt Buildup, Travel Blues, Jackson Hole 23/08/2024
Behavioral Drag, Growth Fuel, and Walmart’s Significance 16/08/2024
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