Van Hesser's 3 Things in Credit - A KBRA Podcast

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.

Volatility Settles, “Dangerous” Finance, and Slowdown Approaching
Jun 6, 2025 – 10:35
Credit Scarcity, Debt and Deficits, and Markets’ Round Trip
May 30, 2025 – 10:38
Dimon on Credit, Growth Catalysts, and Earnings Outlook
May 23, 2025 – 10:40
Exuberance, Labor Strength, and Walmart’s Outlook
May 16, 2025 – 10:21
Falling Oil, Tariff Impact, and Credit Appeal
May 9, 2025 – 09:27
Complacency, Trade Progress, and European Appeal
May 2, 2025 – 12:34
Consumer Finance Guidance, Consumer Spending, and The Forward Look
Apr 25, 2025 – 11:10
Dow and United Airlines, Big Bank Credit Color, and Consumer Hard Data
Apr 18, 2025 – 10:38
Policy Guardrails, Private Credit Shock Absorber, Canada and Mexico
Apr 11, 2025 – 11:05
Tariff Shock, What Will the Fed Do, and Economic Defense
Apr 4, 2025 – 09:10
Recession Risk, C-Suite Sentiment, and Time for Credit
Mar 28, 2025 – 10:31
Strength Into Transition, April 2, and Fed Tea Leaves.
Mar 21, 2025 – 10:10
Fed Cuts, Airline Read-Across, Syndicated Loan Quality
Mar 14, 2025 – 11:37
Stagflation risk, Growth Scare, and Equities vs. Credit
Mar 7, 2025 – 10:52
Cooling Growth, Jobs’ Sentiment Shift, Technical Strength
Feb 28, 2025 – 10:45
Homebuilder Blues, Walmart Guidance, and Tight Spreads
Feb 21, 2025 – 11:16
Euphoria Downside, M&A Downdraft, and 10-Year Direction
Feb 14, 2025 – 10:30
Tariff Time, Credit’s iPhone Moment, and Earnings Check-Up
Feb 7, 2025 – 10:40
Blackstone Blowout, GDP Miss, and Default Forecasts
Jan 31, 2025 – 14:46
Labor Risks, Tariff Time, and Updated Forecasts.
Jan 24, 2025 – 11:01
Inauguration Bluster, Big Bank Credit Color, and Sentiment Shift
Jan 17, 2025 – 12:13
10-Year Blues, Uncertainty, and Credit Card Defaults
Jan 10, 2025 – 11:22
Peak Trump, Animal Spirits, and Debt Warning
Dec 13, 2024 – 10:17
Spread Risks, U.S. As Bubble, and Holiday Spending
Dec 5, 2024 – 10:46
Chinese Volatility, Private Credit’s Runway, and Bank Lending.
Nov 15, 2024 – 10:06
Animal Spirits, Mid-Market Loan Quality, and Higher for Longer II?
Nov 8, 2024 – 10:17
U.S. Consumer, D.R. Horton, and Bush/Gore Redux?
Nov 1, 2024 – 09:25
U.S. Exceptionalism, Reality Check, and Illiquidity Premium.
Oct 25, 2024 – 11:07
Tight Spreads, Big Bank Credit Color, and Consumer Expectations
Oct 18, 2024 – 11:07
Recession Probabilities, Jobs Data, and Q3 Earnings
Oct 11, 2024 – 10:07
Apollo’s Vision, CRE’s Stability, and Default and Recoveries Update
Oct 4, 2024 – 13:12
Robust Earnings Growth Forecast, CFO Sentiment, Trade Shock
Sep 27, 2024 – 11:25
Fed’s Big Move, Credit Exuberance, and Post-Cut Expectations
Sep 20, 2024 – 10:21
Bank Warnings, Small Business Struggles, and Post-Inflation Risks
Sep 13, 2024 – 11:32
Savings Rate, 2025 Earnings, and Beige Book
Sep 6, 2024 – 10:47
Debt Buildup, Travel Blues, Jackson Hole
Aug 23, 2024 – 11:45
Behavioral Drag, Growth Fuel, and Walmart’s Significance
Aug 16, 2024 – 11:25
Compressed Spreads, Abundant Liquidity, and Texas Downdraft
Aug 2, 2024 – 11:21
Rate Cuts, Hot GDP, and Two Economies’ Delinquencies
Jul 26, 2024 – 11:51
Darkening Credit Markets, Updated Forecasts, Citigroup’s Consumer Results
Jul 19, 2024 – 15:01
Second Half [2024] Themes, Earnings Season, and Goldilocks Challenged
Jul 12, 2024 – 11:28
Capex Canary, CRE’s Broader Threat, and Election Tailwind
Jun 28, 2024 – 11:27
Bulls’ Run, Politics of Rates, Aviation
Jun 21, 2024 – 09:06
Visibility, Financial Conditions, and Tech Impact
Jun 14, 2024 – 10:24
Bank Risk, Corporate Versus ABS Spreads, and ECB’s Rate Cut
Jun 7, 2024 – 11:35
Private Placements, Fallen Angels, and Housing
May 31, 2024 – 10:09
Fiscal Deficits, Seeing Around Corners, and Fundamentals Checkup
May 24, 2024 – 11:28
Inflation, Two Economies, and Vanishing Excess Savings
May 17, 2024 – 11:10
Credit Card Losses, Bank Risk Appetite, Private Credit’s Middle Market Trends
May 10, 2024 – 10:49
Good Things Fading, Bankruptcy Trends, and Thresholds That Shift Sentiment
May 3, 2024 – 11:00