Van Hesser's 3 Things in Credit - A KBRA Podcast
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About
Each week, KBRA's Chief Markets Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.
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Recent episodes
- Tightening Uncertainty, Rates and Growth, and Q3 Earnings
- J.B. Hunt’s Warning, Commodities Rising, and Good Hike/Bad Hike
- Stock Market Correction, Rates and Oil, and Consumer Concern
- Uncertainty Returns, The Forward Look, and Leveraged Finance Trends
- The Long End, Easy Financial Conditions, and Retailer Week
- Caterpillar Earnings, Data Center Dimensions, and Bonds as a Hedge
- Q2 GDP, Consumer Resilience, and Recalculating Inflation
- Oil vs. Distillates, Rising Uncertainty, and U.S. Exceptionalism
- AI Debt Issuance, Updating the Fed, and Big Bank Credit Color.
- Jobs’ Weakness, Q2 Earnings, and Robust Consumer Spend.