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

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Uncertainty Returns, The Forward Look, and Leveraged Finance Trends

Episode 257

Friday, August 28, 2026 • Duration 09:15

This week, our 3 Things are:

Uncertainty returns. That improved visibility we enjoyed in 2H 2025 has diminished.
The Forward Look. Our latest quarterly publication dimensions key issues shaping credit.
Leveraged finance trends. Several market markers have turned positive.

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The Long End, Easy Financial Conditions, and Retailer Week

Episode 256

Friday, August 21, 2026 • Duration 12:18

This week, our 3 Things are:

The long end. What’s known, what’s changing.
Easy financial conditions. What’s all this concern about rates???
Retailer week. Housing in focus.

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Caterpillar Earnings, Data Center Dimensions, and Bonds as a Hedge

Episode 255

Friday, August 7, 2026 • Duration 09:03

This week, our 3 Things are:

Caterpillar earnings. A blowout, but what does it say about the AI story?
Data center dimensions. Driver of the broadening out.
Bonds as a hedge. Checking in on correlation.

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Q2 GDP, Consumer Resilience, and Recalculating Inflation

Episode 254

Friday, July 31, 2026 • Duration 09:29

This week, our 3 Things are:

Q2 GDP. It’s better than the headline, but… .
Consumer resilience. Visa and Capital One provide views across the consumer landscape.
Recalculating inflation. Improvements are on the way.

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Oil vs. Distillates, Rising Uncertainty, and U.S. Exceptionalism

Episode 248

Friday, July 24, 2026 • Duration 10:47

This week, our 3 Things are:

Oil vs. distillates. Time to focus on what actually drives the economy.
Rising uncertainty. After a welcome reprieve, it’s back.
U.S. exceptionalism. An update from McKinsey makes the case.

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AI Debt Issuance, Updating the Fed, and Big Bank Credit Color.

Episode 252

Friday, July 17, 2026 • Duration 11:12

This week, our 3 Things are:

AI debt issuance. Just how big is it?
Updating the Fed. Challenging conventional thinking is a good thing.
Big bank credit color. The latest look from the largest lenders.

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Jobs’ Weakness, Q2 Earnings, and Robust Consumer Spend.

Episode 251

Friday, July 10, 2026 • Duration 10:21

This week, our 3 Things are:

Jobs’ weakness. The June report confirms all is not well.
Q2 earnings. We’re set up for a strong quarter.
Robust consumer spend. So says one well-informed observer.

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Rates vs. Oil, Critical Thresholds, and REITs vs. BDCs.

Episode 250

Friday, June 26, 2026 • Duration 09:48

This week, our 3 Things are:

Rates vs. oil. There’s been a breakdown in the relationship.
Critical thresholds. We’re highlighting three worth watching.
REITs vs. BDCs. Two peas in a pod, right?

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Deflation, Credit Loss Cycle, and CCC Signal.

Episode 249

Friday, June 12, 2026 • Duration 09:56

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.

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Hyperscaler Debt Issuance, Next-Wave Growth, and Industrial Renaissance

Episode 248

Friday, June 5, 2026 • Duration 08:10

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?

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Van Hesser's 3 Things in Credit - A KBRA Podcast – Details, episodes & analysis

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Related Shows Based on Content Similarities

Apple Podcasts

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Van Hesser's 3 Things in Credit - A KBRA Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify