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

260 Episodes

Reverse

Wild Swings, Clearing Events, and a Hot Economy

2026-11-0609:19

This week, our 3 Things are:Wild swings. What’s signal, and what’s noise? Clearing events. One is out of the way. A hot economy. Are rates restrictive enough?

Hyperscaler CDS, Growth Scare, and Financial Conditions

2026-10-3009:48

This week, our 3 Things are:Hyperscaler CDS. What’s behind the widening. Growth scare. Are we in the middle of one? Financial conditions. We’re tightening, but by how much?

WSJ Economic Outlook, AI Returns, and IMF/World Bank Takeaways

2026-10-2310:51

This week, our 3 Things are:WSJ Economic Survey. It’s all good.AI returns. Be skeptical of forecasts four to six years out.“Bank-Fund” takeaways. IMF and World Bank meetings produce headlines.

AI Funding, Big Bank Credit Color, and Fannie Mae’s Forecast

2026-10-1611:36

This week, our 3 Things are:AI funding. The breadth and depth of capital sources is too often misunderstood.Big bank credit color. Freshly updated data and color gets past the headlines.Fannie Mae’s forecast. It’s not good news.

Economy Strong, Spreads Wider? Pre-Conflict Oil, and Real, Real Rates

2026-10-0208:07

This week, our 3 Things are: 1. Economy strong, spreads wider? That needs an explanation. 2. Pre-conflict oil. If you follow the headlines, this is a surprise. 3. Real, real rates. Bonds are back.

#box-pro-ellipsis-179432482883718{-webkit-line-clamp:2;}Van Hesser's 3 Things in Credit - A KBRA Podcast

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