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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

10:51

Stocks and Spreads, Creaking Credit Markets, Economic...

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

2023/07/28

This week, our 3 Things are: 1. The rise in stocks. Is it threatening credit spreads? 2. The New York Times says credit markets are creaking. We’ll have a look. 3. Economic divergence. Beware of focusing only on the aggregate.

en

10:13

Recession Risk, Tightening Consumer Credit, and Cap...

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

2023/07/21

This week, our 3 Things are: 1. Recession risk. From the Trade’s perspective. 2. Tightening the box. It’s tougher to get a consumer loan. 3. Capital One’s color on the consumer. Always insightful.

en

9:09

Cool CPI, Tight Jobs, and Revenge Spend

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

2023/07/14

This week, our 3 Things are: 1. That CPI report. Just how shocking was it? 2. Jobs market. Disinflation and low joblessness? 3. Revenge spend. Is it fading?

en

10:13

Distressed Buildup, Consumer Sentiment, and Corporate...

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

2023/07/07

This week, our 3 Things are: 1. Distressed credit diverges from spreads. Does that make sense? 2. Consumer sentiment bounces. Perspective is important. 3. Corporate earnings growth. It is important to understand what has been driving it.

en

12:17

Midyear View, Valuation Drivers, Deflationary Reversals

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

2023/06/30

This week, our 3 Things are: 1. Midyear observations. Risk is very well bid. 2. Second half valuation drivers. We’ll go through a point-by-point rundown. 3. Deflationary force reversal. What does it do to cost structures?

en

9:06

Exuberance, Freight Recession, and Credit Contraction

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

2023/06/23

This week, our 3 Things are: 1. Exuberance. Is it rational or irrational? 2. Freight recession. It’s real, and we’re not out of it yet. 3. Credit contraction. It’s happening, and it leaves a mark.

en

9:34

The Fed’s Skip, AT1s, and Default Dynamics

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

2023/06/16

This week, our 3 Things are: 1. The “super hawkish skip.” Here’s what it means for credit. 2. AT1s are back. And they should be. 3. Default dynamics. What’s relevant in this cycle?

en

10:03

Excess Profits, Uncertainty, and Services’ Weakness

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

2023/06/09

This week, our 3 Things are: 1. Excess profits. We should not be surprised when they get competed away. 2. Uncertainty. No shortage of divergent views of where we’re headed. 3. Services’ weakness. It’s here, and that’s good and bad for credit.

en

10:35

CRE Risk, Retailer Guidance, and Insurance Company...

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

2023/05/19

en

9:41

Corporate Earnings, Consumer Spending, and...

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

2023/05/12

This week, our 3 Things are: 1. Corporate earnings growth. It’s holding up better than some have forecast. Here’s why. 2. Consumer spending. The latest data suggests that changes are afoot. 3. S&P walks back proposed changes to its insurance methodology. Here’s why broad-based credit investors should care.

en

8:53

Regional banks, Banks and CRE, and Homebuilders

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

2023/05/05

This week, our 3 Things are: Regional banks. How irrational is the selling pressure? Bank exposure to commercial real estate. It is often overstated and misunderstood. Homebuilders. Cyclical or growth story?

en

8:48

Higher Cost of Capital, Consumer Spend, and Demand...

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

2023/04/28

This week, our 3 Things are: 1. Cost of capital. What does its rise mean for credit? 2. U.S. consumers. Will they continue to spend? 3. Strong demand for credit. Why is it happening at this point of the credit cycle?

en

11:43

Inflection Point, Big Bank Color, Ed Altman’s View

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

2023/04/21

This week, our 3 Things are: 1. Inflection point. We are at one, we’ll tell you which way we’re headed. 2. Big bank color. What are the largest lenders seeing? 3. Ed Altman weighs in. He’s worried about one thing. We’ll clue you in.

en

10:45

CarMax and Albertson’s, Credit Crunch, and Recession...

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

2023/04/14

This week, our 3 Things are: 1. CarMax and Albertsons. What do they say about consumer sentiment? 2. Credit crunch. While we wait for the SLOOS, here’s an early look. 3. Recession probabilities. Can 100% equal 35%?

en

9:51

Banking’s Business Model, Bad News Rising, Banking...

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

2023/04/07

This week, our 3 Things are: 1. Community and regional bank business model. We examine it. 2. Bad news rising. Is this now a trend? 3. Banking crisis. Jamie Dimon says it’s not over. We’ll have a look.

en

11:51

Sentiment Shifts, Earnings on Deck, and Chinese Growth

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

2023/03/31

This week, our 3 Things are: 1.Market sentiment. It’s fluid. 2. Earnings season is back. What will the banks say? 3. Chinese growth. It’s positive … right?

en

10:00

Depositor Safety, Unwanted Uncertainty, AT1s

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

2023/03/24

This week, our 3 Things are: 1.Protecting bank depositors. We think that’s happening ... 2. Uncertainty. It’s back and it’s unwelcome. 3. AT1s. Is this the end of a market?

en

9:15

Half Empty Glass, Consumer Spending, and Silver Linings.

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

2023/03/17

This week, our 3 Things are: 1. The glass is suddenly half empty. We’ll walk you through what’s changed. 2. Consumer spending. How long can it continue? 3. Silver linings. John McEnroe might say, “You can’t be serious!” But they’re there.

en

9:28

Long and Variable Lags, Event Risk, and Value in High...

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

2023/03/10

This week, our 3 Things are: 1. Long and variable lags. Are markets priced for them? 2. Event risk. How should we view it in this environment? 3. High yield. Is there value at this point?

en

10:01

Private Credit, Consumer Expectations, and Housing

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

2023/03/03

This week, our 3 Things are: 1. Private credit. What's behind the growth? 2. Consumer expectations. Just how meaningful are they? 3. Housing. The latest in this all-important leading indicator.

en

237 results

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