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PODCAST

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

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.

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All Episodes

11:38

Soft Landing, Big Bank Color, and Private Credit...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/01/19

This week, our 3 Things are: 1. Anatomy of a soft landing. We’ll walk you through our building blocks. 2. Big bank color. Our latest update on how the largest lenders are seeing credit. 3. Private credit maturity wall. Here’s the data.

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13:15

Problem Loans, Geopolitics, and Default Forecast

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/01/12

This week, our 3 Things are: 1. The rise in problem loans at banks. Should we be worried? 2. Geopolitical risks. The radar is getting crowded. 3. KBRA Analytics default forecast. We’ve got a non-consensus view.

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11:22

Banks, Sentiment Split, and Financial Conditions

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2024/01/05

This week, our 3 Things are: 1. The banks are alright. Questions as to the viability of the business model are misplaced. 2. Sentiment split. Folks are split on the recession call and risk valuations. Here’s what that means. 3. Financial conditions. They might not be as loose as you’ve heard. Here’s a measure worth considering.

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11:28

Monetary Pivot, Election Risk, and Market Fear

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/12/15

This week, our 3 Things are: Great Monetary Pivot. Back to the future. Big risks. Is the U.S. election one of them? Market fear. Some measures have it at a low point. Does that make sense?

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9:21

Tight Spreads, Beige Book Blues, and Consumer Leverage

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/12/08

This week, our 3 Things are: 1. Tight spreads. There’s a lot underpinning this view. 2. Beige blues. There’s a turn in the Fed’s colorful book. 3. Consumer leverage. There’s an interesting look across income groups.

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8:44

Rates Volatility, Consumer Dry Powder, and Cheaper...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/12/01

This week, our 3 Things are: 1. Rates volatility. What in the world is going on? 2. Consumer dry powder. Apparently, it’s much stronger than previously forecast. 3. Energy price relief. Markets have settled down, for now.

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11:50

AT1s, Sentiment Shift, and Retailers

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/11/17

This week, our 3 Things are: 1. The AT1 market. It’s back! 2. Carried away. The sentiment shifts of late have been breathtaking. Here’s what you need to know. 3. Retailer earnings. We’ll let you in on what we’re seeing about what they’re seeing.

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9:52

Narrative Shift, SLOOS Update, Sahm Rule

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/11/10

This week, our 3 Things are: 1. Narrative shift. When bad news is bad news. 2. Senior Loan Officer Survey. Is it still important? 3. The Sahm Rule. It’s back on the radar.

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10:53

Middle East, Regional Banks, and Important Small Caps

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/11/03

This week, our 3 Things are: 1. Middle East and oil. We’ll provide some useful context. 2. Regional banks. Jay Powell says the business model is under pressure. We’ll have a look. 3. Small caps. They are really important to credit. We’ll tell you why.

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13:59

Earnings, Financial Stability, Default Outlook

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/10/27

This week, our 3 Things are: 1. Earnings optimism. Is it misplaced? 2. The Fed’s Financial Stability Report. We’ll have a look at what the central bank is warning us about. 3. Default outlook. We’ll talk to our own Eric Rosenthal for the latest.

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10:53

Big Bank Color, High Rates, and Relative Value

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/10/20

This week, our 3 Things are: Big bank color. The largest lenders provide real-time insight into their credit portfolios. Cost of borrowing. It has really gone up, and that’s doing the Fed’s work. Is that a good thing? Credit’s relative value. Here’s how it compares to stocks.

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11:33

Q3 Earnings, Fed Change, and Pemberton’s View

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/10/13

This week, our 3 Things are: 1. Q3 earnings. They should be fine overall, but we’re not out of the woods yet. 2. Fed change. A decidedly dovish narrative is emerging. 3. Pemberton’s view. We sat down with the Managing Partner of one of Europe’s largest private credit managers. You’ll want to listen in.

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9:22

A Troublesome Scenario, a Case for Cuts, and Remember...

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/09/29

This week, our 3 Things are: A troublesome path. We’ll walk you through a scenario that challenges Goldilocks. A case for cuts. Be careful what you wish for, but if all goes to plan, it’s part of the back half of 2024. Don’t lose sight of the SLOOS. It works with a lag, which means it is becoming meaningful.

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9:10

Fed Forecast, Beneath Large Caps, CEO Confidence

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/09/22

This week, our 3 Things are: 1. Fed’s forecast. There’s a lot to unpack there. 2. Trouble down below. Underneath large caps and liquid bonds there are issues. 3. CEO confidence. This correlates well with economic growth. We’ve got an updated view courtesy of the Business Roundtable.

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9:35

The Last Hike, Oil’s Spike, and Bank Risk

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/09/15

This week, our 3 Things are: 1. End of the hiking cycle. What typically happens? 2. Oil spike. We’ll explore its outsized impact on sentiment. 3. Bank risk. Just how much is there?

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9:33

Financial Conditions, IG Spreads, and Consumer Sentiment

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/09/08

This week, our 3 Things are: 1. Tightening financial conditions. It’s been slow in coming, but it’s here. 2. Investment-grade credit spreads. They’ve held in because they should. 3. Consumer sentiment. How useful is it in determining consumer spend?

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9:16

Global Divergence, Macy’s, and Risk/Reward

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/08/25

This week, our 3 Things are: 1. Global economic divergence. Exposure to China and Russia continue to play a role. 2. Macy’s earnings. The retailing bellwether had a lot to say about the U.S. consumer. 3. Credit risk and reward. By one measure, it hasn’t looked this good in a long time.

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10:49

Higher for Longer, Apollo and Private Credit, NAIC

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/08/18

This week, our 3 Things are: 1. Higher for longer. Back to normal. Do you remember normal? 2. Apollo on secular change in credit markets. It makes a lot of sense. 3. NAIC’s (E) Committee memo. A step in the right direction, but you need to stay on top of this story.

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9:25

Consumer Spending, Airlines, Pricing Power

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/08/10

This week, our 3 Things are: 1. Consumer spending. Brookings has a provocative perspective. 2. Airline reality. Watch margins as demand normalizes and costs remain elevated. 3. Pricing power. The pendulum is beginning to swing back.

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12:50

Biggest Risks, Big Tightening, and Default Forecast

Van Hesser"s 3 Things in Credit - A KBRA Podcast ·

2023/08/04

This week, our 3 Things are: 1. The biggest risks to credit. 2. Banks + Fed. A rare, one-two tightening force. 3. KBRA DLD default forecast. Eric Rosenthal joins to elaborate.

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237 results

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