KBRA Podcasts

•

Kanal • 7 Sendungen

Geldanlage

Geldanlage

20.05.2024
Wirtschaftsnachrichten

Wirtschaftsnachrichten

Wöchentlich
Geldanlage

Geldanlage

Wöchentlich
Geldanlage

Geldanlage

Halbmonatlich
Wirtschaft

Wirtschaft

06.11.2025
Wirtschaft

Wirtschaft

Monatlich
Wirtschaftsnachrichten

Wirtschaftsnachrichten

Monatlich

17. Juli

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

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.
06.09.2024

Savings Rate, 2025 Earnings, and Beige Book

This week, our 3 Things are: 1. Savings rate. It’s either a sign of exuberance or something else. 2. 2025 earnings. Do the forecasts square up with the macro view? 3. Beige Book blues. Slowing is now consensus.
10. Juli

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

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.
24.01.2025

Labor Risks, Tariff Time, and Updated Forecasts.

This week, our 3 Things are: Labor risks. In search of Goldilocks. Tariff time. McKinley’s revenge. Forecasts. On the economy and the S&P, there is remarkable consensus.
18.03.2024

Blue Owl’s Craig Packer

Van speaks with Blue Owl Capital’s Craig Packer, the firm’s co-president and head of its credit platform. Van and Craig discuss the growth of private credit, the interplay between private and public debt markets, and how Blue Owl has built an industry-leading direct lending platform.
23.05.2025

Dimon on Credit, Growth Catalysts, and Earnings Outlook

This week, our 3 Things are: 1. Dimon on credit. JPMorgan Chase’s CEO is concerned about credit. 2. Growth catalysts. They’re out there, right? 3. Earnings outlook. What do Street strategists say?
19.07.2024

Darkening Credit Markets, Updated Forecasts, Citigroup’s Consumer Results

This week, our 3 Things are: Darkening Credit Markets. A warning or just another myth? Second Half Forecasts. See if you agree. Citigroup’s Disappointing Consumer Results. A canary in the coal mine?
30.05.2024

Macro Special: European Labour Market

In this special episode of Conversations in European Credit dedicated to macro themes, Ken Egan from KBRA’s Sovereign Ratings team connects with KBRA Head of European Research, Gordon Kerr, to discuss the European labour market—where expectations have changed, where they are going, and their implications. KBRA’s continued mission to help illuminate the many trends taking shape across the markets are highlighted in these special episodes as Gordon and Ken discuss and share insights on the next “big thing” emerging from the sea of opinions. Further details on KBRA’s views may be found on kbra.com.
20.06.2024

European CLOs—Too Big to Hold?

In this episode, Gordon Kerr, KBRA Head of European Research, speaks with Gabriele Gramazio from KBRA’s Structured Credit ratings team. Gabriele and Gordon discuss the large exposures held within European CLOs and the idiosyncratic risks associated with leveraged loans across the market. The conversation focuses on the content from a recently published research report that can be found on kbra.com.
12.07.2024

Second Half [2024] Themes, Earnings Season, and Goldilocks Challenged

This week, our 3 Things are: 1. Second-half [2024] themes. Moving on from inflation. 2. Earnings season. Pepsi, Delta, and ConAgra report—and reality bites. 3. Goldilocks challenged. Two charts we came across don’t fit the narrative.

As we continue to globally expand, our podcasts are a go-to source for timely briefings directly from our knowledgeable team members. We cover topical research discussions, industry commentary, market news and more.

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