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

254 Episodes

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J.B. Hunt’s Warning, Commodities Rising, and Good Hike/Bad Hike

2026-09-1810:04

This week, our 3 Things are:1. J.B. Hunt’s warning. On-the-ground color on the cost of inflation. 2. Commodities rising. And it’s not just oil. 3. Good hike/Bad hike. How do we think about this week’s hike?

Stock Market Correction, Rates and Oil, and Consumer Concern

2026-09-1109:10

This week, our 3 Things are:Stock market correction. Stocks are at all-time highs, you say? We observe a correction. Rates and oil. That correlation is hard to ignore—or discount. Consumer concern. New reports out of the Fed show some worrying signs.

Uncertainty Returns, The Forward Look, and Leveraged Finance Trends

2026-08-2809:15

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.

The Long End, Easy Financial Conditions, and Retailer Week

2026-08-2112:18

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.

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

2026-08-0709:03

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