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

This week, our 3 Things are:
1.   Good things coming to an end. We’re still not normal, but we’re heading there.
2.   Bankruptcy trends. A recent shift in trend is noteworthy.
3.   Thresholds. Things—that when crossed—shift sentiment. 

This week, our 3 Things are:
1.    Big bank color. We’ll summarize what some of the largest lenders are seeing in credit.
2.    Net worth surge. It’s driving the consumers’ confidence to spend.
3.    Treasury volatility. A Fed pivot of the unfavorable kind. 

This week, our 3 Things are:
1.   The CPI print. Is it really shocking?
2.   Earnings season. A third consecutive quarter of earnings growth is forecast but peel this onion a bit and you’ll find some troubling undertones.
3.   Event risk. It’s been relatively quiet. 

This week, our 3 Things are:

Small business signals. A good place to look for slowdown.

Single-B spreads at 16-year tights. Does that make sense?

Apparel company guidance. Have you been paying attention?

This week, our 3 Things are:

Slack. It’s growing in the labor and industrial markets.

Equity euphoria. A surprising view of what’s ahead.

Consumer lenders. Risk investors are making a noteworthy distinction.  

This week our three things are:

U.S. exceptionalism. Efficient capital markets are a big part.

C-suite confidence. It’s building.

Banks, a year later. Here’s what we learned, a year after the “March events.”