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 4 de 12

Compressed Spreads, Abundant Liquidity, and Texas Downdraft 02/08/2024
Rate Cuts, Hot GDP, and Two Economies’ Delinquencies 26/07/2024
Darkening Credit Markets, Updated Forecasts, Citigroup’s Consumer Results 19/07/2024
Second Half [2024] Themes, Earnings Season, and Goldilocks Challenged 12/07/2024
Capex Canary, CRE’s Broader Threat, and Election Tailwind 28/06/2024
Bulls’ Run, Politics of Rates, Aviation 21/06/2024
Visibility, Financial Conditions, and Tech Impact 14/06/2024
Bank Risk, Corporate Versus ABS Spreads, and ECB’s Rate Cut 07/06/2024
Private Placements, Fallen Angels, and Housing 31/05/2024
Fiscal Deficits, Seeing Around Corners, and Fundamentals Checkup 24/05/2024
Inflation, Two Economies, and Vanishing Excess Savings 17/05/2024
Credit Card Losses, Bank Risk Appetite, Private Credit’s Middle Market Trends 10/05/2024
Good Things Fading, Bankruptcy Trends, and Thresholds That Shift Sentiment 03/05/2024
Big Bank Color, Net Worth Surge, and Treasury Volatility 19/04/2024
Hot CPI, Earnings Season, and Event Risk 12/04/2024
Small Business Signals, Single-B Spreads, and Apparel Company Guidance 05/04/2024
Economic Slack, Equity Outlook, and Consumer Lenders 22/03/2024
U.S. Exceptionalism, C-Suite Confidence, and Banks, a Year Later 15/03/2024
Powell’s Dilemma, FICO Rolls Over, and Direct Lending Update. 08/03/2024
Commodities Downdraft, Financial Conditions, and Choiceful Consumers 01/03/2024
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