Episodes
244
Latest episode
Jun 2026
Language
EN
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.
This week, our 3 Things are:Deflation. It’s a check on the market’s most significant near-term risk. Credit loss cycle. Is it upon us? CCC signal. What the weakest credits are suggesting.
This week, our 3 Things are:Hyperscaler debt issuance. Funding the AI build-out goes global. Next-wave growth. Beyond AI and wealthy household spending, these forces will help. Industrial Renaissance. How real is it?
This week, our 3 Things are:1. Waller redirect. One of the Fed’s thought leaders says risks have changed. We’ll dig into what he’s seeing. 2. Income slowdown. The raw material that drives the economy is running into headwinds. 3. 2026 default forecasts. We’ll get the latest update from KBRA Analytics’ Eric Rosenthal.
This week, our 3 Things are:Rates’ risk. What does it mean for credit?Stock vs. bond volatility. Something has to give. Consumer color. We canvas bellwether transcripts for an up-to-date view.
This week, our 3 Things are:Jobs rebound. Have we reached an inflection point?Shock watch. Inflation, energy, and food are all set to move the wrong way. Is this priced into risk? Historic uncertainty. Three experienced voices weigh in on what’s in front of us.
This week, our 3 Things are:1. Changing narratives. Better visibility and perspective on issues that drove a selloff in risk earlier this spring.2. Earnings surge. It’s not just tech. 3. Nonlinear oil move. The risk of a spike is growing.
This week, our 3 Things are:1. What we’re watching. Fresh off the press from our Forward Look publication.2. Defaults two ways. We compare market prices to the bottom-up view. 3. Oil price perspective. Getting past the threat of “$100 oil.”
This week, our 3 Things are:Earnings growth. One observer describes earnings growth as “soaring.” Is that right?Bank exposure to nonbanks. Should we be worried about the linkage?Constructive pessimism. It’s present and it’s bondholder-friendly.
This week, our 3 Things are:1. Growth shock vs. inflation shock. What’s the biggest risk?2. Big bank credit color. Real-time read on credit from the largest lenders.3. IMF sours. Its latest forecasts recognize a laundry list of risks.
This week, our 3 Things are:Resiliency. The U.S. economy has demonstrated that in spades. But is it sustainable?Dimon on credit. Getting past the headlines.Consumer trends. We identify three flying under the radar.
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