Van Hesser's 3 Things in Credit - A KBRA Podcast
By KBRA
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Episodes: 216
Description
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.
| Episode | Date |
|---|---|
|
Consumer No Confidence, Credit Course Correction, and To Cut or Not to Cut
|
Oct 31, 2025 |
|
GM Blowout, U.S. Consumer, Bubbles
|
Oct 24, 2025 |
|
Cycle Turn? Big Bank Credit Color, and Oil’s Price Drop
|
Oct 17, 2025 |
|
Credit “Froth,” Growth Quality, and Q3 Earnings
|
Oct 03, 2025 |
|
Inflation Target, Bond Scarcity, and Capex Supercycle
|
Sep 20, 2025 |
|
Maximum Employment, Retail Therapy, and Risk Versus Uncertainty
|
Sep 19, 2025 |
|
Credit’s Durability, Risk Concentrations, and Distressed Debt Exchanges
|
Sep 12, 2025 |
|
Economic Lines of Defense, Q3 Earnings, and Jobs’ Revisions
|
Sep 05, 2025 |
|
Spreads vs. Yields, Financial Conditions, and Walmart/Target Read-Across
|
Aug 22, 2025 |
|
Earnings Momentum, 2026 Forecasts, and August Jobs
|
Aug 15, 2025 |
|
Inflection Point, Ares’ Perspective, and Maersk’s Beat
|
Aug 08, 2025 |
|
Slowdown, Leveraged Loan Surge, and Default Forecasts
|
Aug 01, 2025 |
|
Growth Catalysts, Homebuilder Bounce, and Tariff Bump
|
Jul 25, 2025 |
|
Big Bank Color, Labor Sensitivity, and European Update Description
|
Jul 18, 2025 |
|
Delta Exuberance, Q3 Outlook, and Whistling Past the Slowdown
|
Jul 11, 2025 |
|
Middle East Tension, Powell vs. the LEI, and United Airlines
|
Jun 27, 2025 |
|
Data Vacuum, Sand in the Gears, and Consumer Angst
|
Jun 13, 2025 |
|
Volatility Settles, “Dangerous” Finance, and Slowdown Approaching
|
Jun 06, 2025 |
|
Credit Scarcity, Debt and Deficits, and Markets’ Round Trip
|
May 30, 2025 |
|
Dimon on Credit, Growth Catalysts, and Earnings Outlook
|
May 23, 2025 |
|
Exuberance, Labor Strength, and Walmart’s Outlook
|
May 16, 2025 |
|
Falling Oil, Tariff Impact, and Credit Appeal
|
May 09, 2025 |
|
Complacency, Trade Progress, and European Appeal
|
May 02, 2025 |
|
Consumer Finance Guidance, Consumer Spending, and The Forward Look
|
Apr 25, 2025 |
|
Dow and United Airlines, Big Bank Credit Color, and Consumer Hard Data
|
Apr 18, 2025 |
|
Policy Guardrails, Private Credit Shock Absorber, Canada and Mexico
|
Apr 11, 2025 |
|
Tariff Shock, What Will the Fed Do, and Economic Defense
|
Apr 04, 2025 |
|
Recession Risk, C-Suite Sentiment, and Time for Credit
|
Mar 28, 2025 |
|
Strength Into Transition, April 2, and Fed Tea Leaves.
|
Mar 21, 2025 |
|
Fed Cuts, Airline Read-Across, Syndicated Loan Quality
|
Mar 14, 2025 |
|
Stagflation risk, Growth Scare, and Equities vs. Credit
|
Mar 07, 2025 |
|
Cooling Growth, Jobs’ Sentiment Shift, Technical Strength
|
Feb 28, 2025 |
|
Homebuilder Blues, Walmart Guidance, and Tight Spreads
|
Feb 21, 2025 |
|
Euphoria Downside, M&A Downdraft, and 10-Year Direction
|
Feb 14, 2025 |
|
Tariff Time, Credit’s iPhone Moment, and Earnings Check-Up
|
Feb 07, 2025 |
|
Blackstone Blowout, GDP Miss, and Default Forecasts
|
Jan 31, 2025 |
|
Labor Risks, Tariff Time, and Updated Forecasts.
|
Jan 24, 2025 |
|
Inauguration Bluster, Big Bank Credit Color, and Sentiment Shift
|
Jan 17, 2025 |
|
10-Year Blues, Uncertainty, and Credit Card Defaults
|
Jan 10, 2025 |
|
Peak Trump, Animal Spirits, and Debt Warning
|
Dec 13, 2024 |
|
Spread Risks, U.S. As Bubble, and Holiday Spending
|
Dec 05, 2024 |
|
Chinese Volatility, Private Credit’s Runway, and Bank Lending.
|
Nov 15, 2024 |
|
Animal Spirits, Mid-Market Loan Quality, and Higher for Longer II?
|
Nov 08, 2024 |
|
U.S. Consumer, D.R. Horton, and Bush/Gore Redux?
|
Nov 01, 2024 |
|
U.S. Exceptionalism, Reality Check, and Illiquidity Premium.
|
Oct 25, 2024 |
|
Tight Spreads, Big Bank Credit Color, and Consumer Expectations
|
Oct 18, 2024 |
|
Recession Probabilities, Jobs Data, and Q3 Earnings
|
Oct 11, 2024 |
|
Apollo’s Vision, CRE’s Stability, and Default and Recoveries Update
|
Oct 04, 2024 |
|
Robust Earnings Growth Forecast, CFO Sentiment, Trade Shock
|
Sep 27, 2024 |
|
Fed’s Big Move, Credit Exuberance, and Post-Cut Expectations
|
Sep 20, 2024 |
|
Bank Warnings, Small Business Struggles, and Post-Inflation Risks
|
Sep 13, 2024 |
|
Savings Rate, 2025 Earnings, and Beige Book
|
Sep 06, 2024 |
|
Debt Buildup, Travel Blues, Jackson Hole
|
Aug 23, 2024 |
|
Behavioral Drag, Growth Fuel, and Walmart’s Significance
|
Aug 16, 2024 |
|
Compressed Spreads, Abundant Liquidity, and Texas Downdraft
|
Aug 02, 2024 |
|
Rate Cuts, Hot GDP, and Two Economies’ Delinquencies
|
Jul 26, 2024 |
|
Darkening Credit Markets, Updated Forecasts, Citigroup’s Consumer Results
|
Jul 19, 2024 |
|
Second Half [2024] Themes, Earnings Season, and Goldilocks Challenged
|
Jul 12, 2024 |
|
Capex Canary, CRE’s Broader Threat, and Election Tailwind
|
Jun 28, 2024 |
|
Bulls’ Run, Politics of Rates, Aviation
|
Jun 21, 2024 |
|
Visibility, Financial Conditions, and Tech Impact
|
Jun 14, 2024 |
|
Bank Risk, Corporate Versus ABS Spreads, and ECB’s Rate Cut
|
Jun 07, 2024 |
|
Private Placements, Fallen Angels, and Housing
|
May 31, 2024 |
|
Fiscal Deficits, Seeing Around Corners, and Fundamentals Checkup
|
May 24, 2024 |
|
Inflation, Two Economies, and Vanishing Excess Savings
|
May 17, 2024 |
|
Credit Card Losses, Bank Risk Appetite, Private Credit’s Middle Market Trends
|
May 10, 2024 |
|
Good Things Fading, Bankruptcy Trends, and Thresholds That Shift Sentiment
|
May 03, 2024 |
|
Big Bank Color, Net Worth Surge, and Treasury Volatility
|
Apr 19, 2024 |
|
Hot CPI, Earnings Season, and Event Risk
|
Apr 12, 2024 |
|
Small Business Signals, Single-B Spreads, and Apparel Company Guidance
|
Apr 05, 2024 |
|
Economic Slack, Equity Outlook, and Consumer Lenders
|
Mar 22, 2024 |
|
U.S. Exceptionalism, C-Suite Confidence, and Banks, a Year Later
|
Mar 15, 2024 |
|
Powell’s Dilemma, FICO Rolls Over, and Direct Lending Update.
|
Mar 08, 2024 |
|
Commodities Downdraft, Financial Conditions, and Choiceful Consumers
|
Mar 01, 2024 |
|
Bank CRE Risk, Slowdown Earnings, Private Credit Borrowers
|
Feb 23, 2024 |
|
Strong Technical, Market Volatility, and Hot Versus Cold Data
|
Feb 16, 2024 |
|
Credit Card Delinquencies, The SLOOS, and Barkin Wisdom
|
Feb 09, 2024 |
|
New York Community Bank, Nonbanks and IMF’s Forecast
|
Feb 02, 2024 |
|
Strong GDP, Narrowness, and Earnings Warnings
|
Jan 26, 2024 |
|
Soft Landing, Big Bank Color, and Private Credit Maturity Wall
|
Jan 19, 2024 |
|
Problem Loans, Geopolitics, and Default Forecast
|
Jan 12, 2024 |
|
Banks, Sentiment Split, and Financial Conditions
|
Jan 05, 2024 |
|
Monetary Pivot, Election Risk, and Market Fear
|
Dec 15, 2023 |
|
Tight Spreads, Beige Book Blues, and Consumer Leverage
|
Dec 08, 2023 |
|
Rates Volatility, Consumer Dry Powder, and Cheaper Energy
|
Dec 01, 2023 |
|
AT1s, Sentiment Shift, and Retailers
|
Nov 17, 2023 |
|
Narrative Shift, SLOOS Update, Sahm Rule
|
Nov 10, 2023 |
|
Middle East, Regional Banks, and Important Small Caps
|
Nov 03, 2023 |
|
Earnings, Financial Stability, Default Outlook
|
Oct 27, 2023 |
|
Big Bank Color, High Rates, and Relative Value
|
Oct 20, 2023 |
|
Q3 Earnings, Fed Change, and Pemberton’s View
|
Oct 13, 2023 |
|
A Troublesome Scenario, a Case for Cuts, and Remember the SLOOS
|
Sep 29, 2023 |
|
Fed Forecast, Beneath Large Caps, CEO Confidence
|
Sep 22, 2023 |
|
The Last Hike, Oil’s Spike, and Bank Risk
|
Sep 15, 2023 |
|
Financial Conditions, IG Spreads, and Consumer Sentiment
|
Sep 08, 2023 |
|
Global Divergence, Macy’s, and Risk/Reward
|
Aug 25, 2023 |
|
Higher for Longer, Apollo and Private Credit, NAIC
|
Aug 18, 2023 |
|
Consumer Spending, Airlines, Pricing Power
|
Aug 10, 2023 |
|
Biggest Risks, Big Tightening, and Default Forecast
|
Aug 04, 2023 |
|
Stocks and Spreads, Creaking Credit Markets, Economic Divergence
|
Jul 28, 2023 |
|
Recession Risk, Tightening Consumer Credit, and Cap One’s Insight
|
Jul 21, 2023 |
|
Cool CPI, Tight Jobs, and Revenge Spend
|
Jul 14, 2023 |
|
Distressed Buildup, Consumer Sentiment, and Corporate Earnings
|
Jul 07, 2023 |
|
Midyear View, Valuation Drivers, Deflationary Reversals
|
Jun 30, 2023 |
|
Exuberance, Freight Recession, and Credit Contraction
|
Jun 23, 2023 |
|
The Fed’s Skip, AT1s, and Default Dynamics
|
Jun 16, 2023 |
|
Excess Profits, Uncertainty, and Services’ Weakness
|
Jun 09, 2023 |
|
CRE Risk, Retailer Guidance, and Insurance Company Demand
|
May 19, 2023 |
|
Corporate Earnings, Consumer Spending, and Institutional Demand for Credit
|
May 12, 2023 |
|
Regional banks, Banks and CRE, and Homebuilders
|
May 05, 2023 |
|
Higher Cost of Capital, Consumer Spend, and Demand for Credit
|
Apr 28, 2023 |
|
Inflection Point, Big Bank Color, Ed Altman’s View
|
Apr 21, 2023 |
|
CarMax and Albertson’s, Credit Crunch, and Recession Probabilities
|
Apr 14, 2023 |
|
Banking’s Business Model, Bad News Rising, Banking Crisis
|
Apr 07, 2023 |
|
Sentiment Shifts, Earnings on Deck, and Chinese Growth
|
Mar 31, 2023 |
|
Depositor Safety, Unwanted Uncertainty, AT1s
|
Mar 24, 2023 |
|
Half Empty Glass, Consumer Spending, and Silver Linings.
|
Mar 17, 2023 |
|
Long and Variable Lags, Event Risk, and Value in High Yield
|
Mar 10, 2023 |
|
Private Credit, Consumer Expectations, and Housing
|
Mar 03, 2023 |
|
Walmart Guidance, Larry Summers’ Warning, Energy Risk
|
Feb 24, 2023 |
|
Corporate Margins, Earnings Growth, and Consumer Wealth
|
Feb 17, 2023 |
|
The Missing Recession, Lender Sentiment, and the Return of Stability
|
Feb 10, 2023 |
|
Fed-speak, China and Inflation, and Market Tone
|
Feb 03, 2023 |
|
Hard Data Arrives, Earnings Recession, and Recession Models
|
Jan 27, 2023 |
|
Waiting for Deterioration, Low Unemployment, and Big Banks on Credit
|
Jan 20, 2023 |
|
Soft Landing Odds, Falling Margins, and Services Drop
|
Jan 13, 2023 |
|
A New Paradigm, China’s Reopening, and Labor’s Mixed Message
|
Jan 06, 2023 |
|
Concerns, Bank Valuations, and Treasury Volatility
|
Dec 16, 2022 |
|
KBRA’s Survey, Leveraged Loan Watch, and Consumer Borrowing Spike
|
Dec 09, 2022 |
|
3 Things in Credit: December 2, 2022
|
Dec 02, 2022 |
|
3 Things in Credit: November 18, 2022
|
Nov 18, 2022 |
|
3 Things in Credit: November 11, 2022
|
Nov 11, 2022 |
|
3 Things in Credit: November 4, 2022
|
Nov 04, 2022 |
|
3 Things in Credit: October 28, 2022
|
Oct 28, 2022 |
|
3 Things in Credit: October 21, 2022
|
Oct 21, 2022 |
|
3 Things in Credit: October 7, 2022
|
Oct 07, 2022 |
|
3 Things in Credit: September 30, 2022
|
Sep 30, 2022 |
|
3 Things in Credit: September 23, 2022
|
Sep 23, 2022 |
|
3 Things in Credit: September 16, 2022
|
Sep 16, 2022 |
|
3 Things in Credit: September 9, 2022
|
Sep 09, 2022 |
|
3 Things in Credit: September 1, 2022
|
Sep 01, 2022 |
|
3 Things in Credit: August 19, 2022
|
Aug 19, 2022 |
|
3 Things in Credit: August 12, 2022
|
Aug 12, 2022 |
|
3 Things in Credit: August 5, 2022
|
Aug 05, 2022 |
|
3 Things in Credit: July 29, 2022
|
Jul 29, 2022 |
|
3 Things in Credit: July 22, 2022
|
Jul 22, 2022 |
|
3 Things in Credit: July 15, 2022
|
Jul 15, 2022 |
|
3 Things in Credit: July 8, 2022
|
Jul 08, 2022 |
|
3 Things in Credit: June 29, 2022
|
Jun 29, 2022 |
|
3 Things in Credit: June 24, 2022
|
Jun 24, 2022 |
|
3 Things in Credit: June 17, 2022
|
Jun 17, 2022 |
|
3 Things in Credit: June 10, 2022
|
Jun 10, 2022 |
|
3 Things in Credit: June 3, 2022
|
Jun 03, 2022 |
|
3 Things in Credit: May 26, 2022
|
May 26, 2022 |
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3 Things in Credit: May 20, 2022
|
May 20, 2022 |
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3 Things in Credit: May 13, 2022
|
May 13, 2022 |
|
3 Things in Credit: May 6, 2022
|
May 06, 2022 |
|
3 Things in Credit: April 29, 2022
|
Apr 29, 2022 |
|
3 Things in Credit: April 22, 2022
|
Apr 22, 2022 |
|
3 Things in Credit: April 14, 2022
|
Apr 14, 2022 |
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3 Things in Credit: April 8, 2022
|
Apr 08, 2022 |
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3 Things in Credit: April 1, 2022
|
Apr 01, 2022 |
|
3 Things in Credit: March 18, 2022
|
Mar 18, 2022 |
|
3 Things in Credit: March 11, 2022
|
Mar 11, 2022 |
|
3 Things in Credit: March 4, 2022
|
Mar 04, 2022 |
|
3 Things in Credit: February 25, 2022
|
Feb 25, 2022 |
|
3 Things in Credit: February 18, 2022
|
Feb 18, 2022 |
|
3 Things in Credit: February 11, 2022
|
Feb 11, 2022 |
|
3 Things in Credit: February 4, 2022
|
Feb 04, 2022 |
|
3 Things in Credit: January 28, 2022
|
Jan 28, 2022 |
|
3 Things in Credit: January 21, 2022
|
Jan 21, 2022 |
|
3 Things in Credit: January 14, 2022
|
Jan 14, 2022 |
|
3 Things in Credit: January 7, 2022
|
Jan 07, 2022 |
|
3 Things in Credit: December 17, 2021
|
Dec 17, 2021 |
|
3 Things in Credit: December 10, 2021
|
Dec 10, 2021 |
|
3 Things in Credit: December 3, 2021
|
Dec 03, 2021 |
|
3 Things in Credit: November 19, 2021
|
Nov 19, 2021 |
|
3 Things in Credit: November 12, 2021
|
Nov 12, 2021 |
|
3 Things in Credit: November 5, 2021
|
Nov 05, 2021 |
|
3 Things in Credit: October 29, 2021
|
Oct 29, 2021 |
|
3 Things in Credit: October 22, 2021
|
Oct 22, 2021 |
|
3 Things in Credit: October 15, 2021
|
Oct 15, 2021 |
|
3 Things in Credit: October 8, 2021
|
Oct 08, 2021 |
|
3 Things in Credit: October 1, 2021
|
Oct 01, 2021 |
|
3 Things in Credit: September 24, 2021
|
Sep 24, 2021 |
|
3 Things in Credit: September 17, 2021
|
Sep 17, 2021 |
|
3 Things in Credit: September 10, 2021
|
Sep 10, 2021 |
|
3 Things in Credit: August 27, 2021
|
Aug 27, 2021 |
|
3 Things in Credit: August 20, 2021
|
Aug 20, 2021 |
|
3 Things in Credit: August 13, 2021
|
Aug 13, 2021 |
|
3 Things in Credit: August 6, 2021
|
Aug 06, 2021 |
|
3 Things in Credit: July 30, 2021
|
Jul 30, 2021 |
|
3 Things in Credit: July 23, 2021
|
Jul 23, 2021 |
|
3 Things in Credit: July 16, 2021
|
Jul 16, 2021 |
|
3 Things in Credit: July 9, 2021
|
Jul 09, 2021 |
|
3 Things in Credit: July 1, 2021
|
Jul 01, 2021 |
|
3 Things in Credit: June 25, 2021
|
Jun 25, 2021 |
|
3 Things in Credit: June 18, 2021
|
Jun 18, 2021 |
|
3 Things in Credit: June 11, 2021
|
Jun 11, 2021 |
|
3 Things in Credit: June 4, 2021
|
Jun 04, 2021 |
|
3 Things in Credit: May 27, 2021
|
May 27, 2021 |
|
3 Things in Credit: May 21, 2021
|
May 21, 2021 |
|
3 Things in Credit: May 14, 2021
|
May 14, 2021 |
|
3 Things in Credit: May 7, 2021
|
May 07, 2021 |
|
3 Things in Credit: April 30, 2021
|
Apr 30, 2021 |
|
3 Things in Credit: April 23, 2021
|
Apr 23, 2021 |
|
3 Things in Credit: April 16, 2021
|
Apr 16, 2021 |
|
3 Things in Credit: April 9, 2021
|
Apr 09, 2021 |
|
3 Things in Credit: April 1, 2021
|
Apr 01, 2021 |
|
3 Things in Credit: March 19, 2021
|
Mar 19, 2021 |
|
3 Things in Credit: March 12, 2021
|
Mar 12, 2021 |
|
3 Things in Credit: March 5, 2021
|
Mar 05, 2021 |
|
3 Things in Credit: February 26, 2021
|
Feb 26, 2021 |
|
3 Things in Credit: February 19, 2021
|
Feb 19, 2021 |
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3 Things in Credit: February 5, 2021
|
Feb 05, 2021 |
|
3 Things in Credit: January 29, 2021
|
Jan 29, 2021 |