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 6 de 12

Financial Conditions, IG Spreads, and Consumer Sentiment 08/09/2023
Global Divergence, Macy’s, and Risk/Reward 25/08/2023
Higher for Longer, Apollo and Private Credit, NAIC 18/08/2023
Consumer Spending, Airlines, Pricing Power 10/08/2023
Biggest Risks, Big Tightening, and Default Forecast 04/08/2023
Stocks and Spreads, Creaking Credit Markets, Economic Divergence 28/07/2023
Recession Risk, Tightening Consumer Credit, and Cap One’s Insight 21/07/2023
Cool CPI, Tight Jobs, and Revenge Spend 14/07/2023
Distressed Buildup, Consumer Sentiment, and Corporate Earnings 07/07/2023
Midyear View, Valuation Drivers, Deflationary Reversals 30/06/2023
Exuberance, Freight Recession, and Credit Contraction 23/06/2023
The Fed’s Skip, AT1s, and Default Dynamics 16/06/2023
Excess Profits, Uncertainty, and Services’ Weakness 09/06/2023
CRE Risk, Retailer Guidance, and Insurance Company Demand 19/05/2023
Corporate Earnings, Consumer Spending, and Institutional Demand for Credit 12/05/2023
Regional banks, Banks and CRE, and Homebuilders 05/05/2023
Higher Cost of Capital, Consumer Spend, and Demand for Credit 28/04/2023
Inflection Point, Big Bank Color, Ed Altman’s View 21/04/2023
CarMax and Albertson’s, Credit Crunch, and Recession Probabilities 14/04/2023
Banking’s Business Model, Bad News Rising, Banking Crisis 07/04/2023
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