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 5 de 12

Bank CRE Risk, Slowdown Earnings, Private Credit Borrowers 23/02/2024
Strong Technical, Market Volatility, and Hot Versus Cold Data 16/02/2024
Credit Card Delinquencies, The SLOOS, and Barkin Wisdom 09/02/2024
New York Community Bank, Nonbanks and IMF’s Forecast 02/02/2024
Strong GDP, Narrowness, and Earnings Warnings 26/01/2024
Soft Landing, Big Bank Color, and Private Credit Maturity Wall 19/01/2024
Problem Loans, Geopolitics, and Default Forecast 12/01/2024
Banks, Sentiment Split, and Financial Conditions 05/01/2024
Monetary Pivot, Election Risk, and Market Fear 15/12/2023
Tight Spreads, Beige Book Blues, and Consumer Leverage 08/12/2023
Rates Volatility, Consumer Dry Powder, and Cheaper Energy 01/12/2023
AT1s, Sentiment Shift, and Retailers 17/11/2023
Narrative Shift, SLOOS Update, Sahm Rule 10/11/2023
Middle East, Regional Banks, and Important Small Caps 03/11/2023
Earnings, Financial Stability, Default Outlook 27/10/2023
Big Bank Color, High Rates, and Relative Value 20/10/2023
Q3 Earnings, Fed Change, and Pemberton’s View 13/10/2023
A Troublesome Scenario, a Case for Cuts, and Remember the SLOOS 29/09/2023
Fed Forecast, Beneath Large Caps, CEO Confidence 22/09/2023
The Last Hike, Oil’s Spike, and Bank Risk 15/09/2023
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