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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

8:42

Walmart Guidance, Larry Summers’ Warning, Energy Risk

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

2023/02/24

This week, our 3 Things are: 1. Walmart earnings. Its forward guidance is not the stuff of no landing. 2. Larry Summers. How to avoid a Wile E. Coyote moment. 3. Affordable energy. Remember what comes down can go up.

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10:39

Corporate Margins, Earnings Growth, and Consumer Wealth

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

2023/02/17

This week, our 3 Things are: 1.Corporate margins. They’re falling. Should we worry? 2. Earnings growth. It’s falling. What does this signal? 3. Consumer wealth. It is constructive overall, but not for everyone.

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7:05

The Missing Recession, Lender Sentiment, and the...

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

2023/02/10

This week, our 3 Things are: 1. Where is the recession? The answer lies in the uniqueness of this cycle. 2. Lender sentiment. Banks and markets have diverged. 3. Stability. It has returned to risk markets.

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9:56

Fed-speak, China and Inflation, and Market Tone

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

2023/02/03

This week, our 3 Things are: 1. The Fed. Something for everyone. 2. China. More thoughts on its impact on credit. 3. Market tone. It's better, for now.

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9:50

Hard Data Arrives, Earnings Recession, and Recession...

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

2023/01/27

This week, our 3 Things are: 1. Hard data confirming slowdown. It’s here. 2. Earnings recession. It’s not good for credit, but magnitude matters. 3. Market-implied recession models. They can be misleading.

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11:16

Waiting for Deterioration, Low Unemployment, and Big...

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

2023/01/20

This week, our 3 Things are: 1. Deterioration. When will it show up? 2. Unemployment. When (and where) will it show up? 3. Big bank results. We’ll summarize what the biggest players in credit are seeing.

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10:39

Soft Landing Odds, Falling Margins, and Services Drop

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

2023/01/13

This week, our 3 Things are: 1. A softer landing. How possible is it? 2. Corporate margins. Contracting, yes, but how meaningfully to credit? 3. Services demand. The latest data says it’s falling—what this means for spreads.

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8:51

A New Paradigm, China’s Reopening, and Labor’s Mixed...

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

2023/01/06

This week, our 3 Things are: 1. A new credit paradigm. It’s here and it’s different. 2. China’s reopening. That’s good, right? Maybe… 3. Labor market. What’s good for consumer finance might not be good for economic growth. We’ll explain.

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9:57

Concerns, Bank Valuations, and Treasury Volatility

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

2022/12/16

This week, our 3 Things are: 1. Growth concerns. Inflation concerns are so 2022. 2. Bank valuations. What those say about this cycle. 3. Treasury volatility. It should settle down.

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7:28

KBRA’s Survey, Leveraged Loan Watch, and Consumer...

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

2022/12/09

This week, our 3 Things are: 1. KBRA’s European Securitization Survey. Fresh insight into investor sentiment. 2. Credit’s canary in the coal mine. A Bloomberg survey shows what investors are watching. 3. Consumer borrowing. It’s rising sharply. It fits the Fed’s narrative.

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9:54

3 Things in Credit: December 2, 2022

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

2022/12/02

This week, our 3 Things are: 1. Credit spreads. Why aren’t they wider? 2. Catalysts. We’ll explore those to the upside and those to the downside. 3. Economic indicators. We’ll walk through those worth paying attention to.

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12:06

3 Things in Credit: November 18, 2022

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

2022/11/18

This week, our 3 Things are: 1. Pain. It continues to guide the Fed. 2. Walmart and Target. Extraordinary earnings releases provide updated color on the health of the U.S. consumer. 3. Retail sales. Better than expected, but not helpful to the cause.

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11:24

3 Things in Credit: November 11, 2022

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

2022/11/11

This week, our 3 Things are: 1. A cool CPI print. It is but one data point, but it suggests inflation is coming under control. 2. Avoiding recession. It’s not our base case, but two highly credible voices lay out how it could happen. 3. Debt ceiling. It’s back on the radar, and it’s the thing no one wants to talk about.

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12:05

3 Things in Credit: November 4, 2022

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

2022/11/04

This week, our 3 Things are: 1. Powell-speak. We don’t think the message changed all that much, but markets struggled with it. We’ll reiterate our view. 2. Caterpillar’s earnings. Remarkable, and important context for investors. 3. Operating margins. It’s an important marker to track.

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12:01

3 Things in Credit: October 28, 2022

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

2022/10/28

This week, our 3 Things are: 1. Peak pessimism. Are we there yet? 2. Housing. It’s all over the news again. Here’s what you need to know. 3. The New York Fed’s Underlying Inflation Gauge. It’s a CPI alternative. Is the Fed watching?

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10:35

3 Things in Credit: October 21, 2022

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

2022/10/21

This week, our 3 Things are: 1. Insight from Allianz. A CEO worth paying attention to. 2. Recession contours. It’s coming, and it’s becoming clearer what these look like. 3. Bank of America’s look at U.S. consumers. It’s reassuring but not surprising that they continue to exhibit strength.

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11:02

3 Things in Credit: October 7, 2022

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

2022/10/07

This week, our 3 Things are: 1. CEO outlooks. Two new surveys offer interesting insights into what we’re facing.2. ISM Manufacturing PMI. What the latest reading says about inflation. 3. GM’s surge in auto sales. You heard that right. We’ll have a look.

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10:18

3 Things in Credit: September 30, 2022

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

2022/09/30

This week, our 3 Things are: 1. Wealth effect. It’s real, and it’s been a big part of the consumer’s willingness to spend. Now, it’s falling. 2. The default cycle. We’ll dimension what this upcoming one looks like. 3. Volatility and financial stability.

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10:02

3 Things in Credit: September 23, 2022

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

2022/09/23

This week, our 3 Things are: Corporate earnings. A spate of Q3 warnings are out, but FedEx’s really makes us think. Federal Reserve tightening. The central bank’s new and more realistic projections are an affront to risk. The price of credit. With what we’re facing, does current pricing makes sense?

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11:04

3 Things in Credit: September 16, 2022

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

2022/09/16

This week, our 3 Things are: 1. The hot CPI print. We have an alternative narrative. 2. The U.S. consumer. Two heavyweights weigh in with differing takes. We’ll share our view. 3. Investor risk appetite. Fresh reads on where it’s headed.

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237 results

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