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

5.0 (17)
BUSINESS NEWS
UPDATED WEEKLY

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.

6D AGO

Economic Tension, Fed Decision-Making, and Trigger Points

This week, our 3 Things are: 1. Economic tension. Underneath the Goldilocks data are a number of competing forces. 2. Fed decision-making. Changes are afoot. 3. Trigger points. Where does risk reprice?

9 min
12/19/2025

Oil Glut, Credit Cycle, and 2026 Themes

This week, our 3 Things are: Oil glut. The price of the commodity has plunged and is likely to stay that way in 2026.Credit cycle. Phases are irregular, and the conditions for pushing into recession are dormant. 2026 themes. We tally up things worth watching.

11 min
12/12/2025

Spread Wideners, Private Credit Color, 2026 Risks

This week, our 3 Things are: 1. Spread wideners. Dormant forces have awakened. 2. Private credit color. Fresh views from Goldman’s financials conference. 3. 2026 risks. A better-than-expected 2025 is no reason for complacency.

13 min
12/05/2025

Coming Tailwinds, Fed Drama, and Private Credit Data Update

This week, our 3 Things are: Coming tailwinds. Sizable stimulus is set to hit in 2026. Fed drama. It seeped into markets this week. Is it here to stay? Private credit data update. Some weakness as you would expect, but surprising fundamental strength. We’ll catch up with Bill Cox, KBRA’s Chief Rating Officer, on the topic.

13 min
11/21/2025

Home Depot’s Warning, Private Credit Growth, AI Bubble and Credit

This week, our 3 Things are: Home Depot’s warning. Consumer durability is under pressure.Private credit growth. Tracking leveraged finance growth is more relevant. AI bubble and credit. Much-needed perspective on the topic of the day.

11 min
11/14/2025

Holiday Spending, Surging Earnings, and Senior Loan Officer Color

This week, our 3 Things are: Holiday spending. Will the wealthiest among us offset the headwinds?Surging earnings. It’s more than just mega tech. Senior Loan Officer color. After Tricolor and First Brands, the Fed’s out with its latest survey.

11 min
11/07/2025

Private Credit Color, Reduced Uncertainty, and Consumer Belt Tightening

This week, our 3 Things are: Private credit color. Two big lenders weigh in with what they are seeing.Reduced uncertainty. Wait a minute! There’s plenty of uncertainty, right? Consumer belt tightening. It’s spreading.

10 min
10/31/2025

Consumer No Confidence, Credit Course Correction, and To Cut or Not to Cut

This week, our 3 Things are: Consumer no confidence. Surveys, for what they’re worth, are headed in the wrong direction. Credit course correction. Lenders everywhere are scrubbing portfolios and processes. That comes at a cost. To cut or not to cut. All of a sudden, December’s in play.

11 min

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5

out of 5

17 Ratings

Great weekly podcast

02/28/2021

Dr Chezwick

Great weekly insights into credit trends

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.