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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

9:53

3 Things in Credit: September 9, 2022

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

2022/09/09

This week, our 3 Things are: 1. Credit crunch. How real is it? 2. Growth slowdown. Tightening is starting to bite. 3. Corporate earnings. Estimates have to come down, but what is the risk to credit?

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17:51

3 Things in Credit: September 1, 2022

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

2022/09/01

This week, our 3 Things are: 1. Q4 outlook. History tells us to expect volatility. We’ll lay out important parameters. 2. Price of gas. Its ability to move sentiment is too important to downplay. 3. Earnings conference calls. An important new academic work says credit investors don’t pay close enough attention to credit signals embedded in those calls. We’ll interview one of the authors.

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7:57

3 Things in Credit: August 19, 2022

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

2022/08/19

This week, our 3 Things are: 1. Where did the recession go? Here’s a clue—it continues to lurk in the shadows. 2. Falling energy prices. Be careful what you wish for. 3. Goods versus services. The mix in the economy does not bode well for corporate earnings.

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8:32

3 Things in Credit: August 12, 2022

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

2022/08/12

This week, our 3 Things are: 1. Supply constraints. What’s happening with the other part of the inflation story? 2. Recession timing. We’ll share our view. 3. Credit versus stocks. By one measure, credit hasn’t looked this good since 2010.

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11:02

3 Things in Credit: August 5, 2022

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

2022/08/05

This week, our 3 Things are: 1. The Fed’s pivot. Are we really there? 2. A bounce in the price of risk assets. Real, or a dead cat bounce? 3. 2023 corporate earnings. What do those estimates tell us about today?

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10:48

3 Things in Credit: July 29, 2022

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

2022/07/29

This week, our 3 Things are: 1. Uncertainty. It’s there, but it’s not as bad as you might think. 2. Liquidity. The lack of liquidity clearly affects credit—but it also affects inflation. 3. CLOs. They have been a laggard in terms of returning to normal.

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10:44

3 Things in Credit: July 22, 2022

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

2022/07/22

This week, our 3 Things are: 1. Disintermediation of banks from riskier lending. It’s a positive development for credit markets. 2. The importance of the forward look. Be careful about relying on backward-looking indicators. 3. A good week for spreads. Will it hold up?

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13:10

3 Things in Credit: July 15, 2022

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

2022/07/15

This week, our 3 Things are: 1. Inflation and credit. This week’s hot CPI and PPI prints increase the likelihood of a harder landing in credit. 2. “Worst ever” sentiment surveys. We’ll provide some perspective. 3. Earnings in a recessionary and rising rate environment. We’ll help you define those dimensions.

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14:44

3 Things in Credit: July 8, 2022

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

2022/07/08

This week, our 3 Things are: 1. Corporate earnings. Growth should slow, but remain good enough for credit. 2. KBRA Altman Default Forecast. Our latest reading has jumped significantly. 3. Lack of Economic Excesses. That points to a shorter and shallower downturn.

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8:44

3 Things in Credit: June 29, 2022

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

2022/06/29

This week, our 3 Things are:1. Commodity price plunge. The narrative around much-discussed supply is shifting. 2. Consumer staples. After a period of heightened event risk, the sector’s defensive nature is conveniently returning. 3. Texas Manufacturing Outlook Survey. Activity in the Lone Star State has fallen dramatically.

en

10:32

3 Things in Credit: June 24, 2022

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

2022/06/24

This week, our 3 Things are: 1. An oil spike. It often triggers central bank tightening. 2. Sentiment surveys. See if you can find some optimism; we can’t. 3. Bank stress tests. The outcome can be the difference between a mild and a more severe recession.

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10:14

3 Things in Credit: June 17, 2022

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

2022/06/17

This week, our 3 Things are: 1. Inflation. It continues to bedevil markets. 2. Fed forecasts. Here’s a perspective on the labor piece. 3. Uncertainty leads to volatility. We’ll weigh the bull and bear cases.

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11:47

3 Things in Credit: June 10, 2022

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

2022/06/10

This week, our 3 Things are: 1. The energy spike. It’s likely to get worse. 2. Equity valuations are still high. Why do we care? 3. The redevelopment of JFK Airport. A unique public-private partnership.

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10:16

3 Things in Credit: June 3, 2022

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

2022/06/03

This week, our 3 Things are: 1. Growth shock. It’s the new inflation. 2. ISM Manufacturing stops its skid. We have a non-consensus view. 3. Consumer spending. BofA and Amex give fresh perspectives.

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11:15

3 Things in Credit: May 26, 2022

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

2022/05/26

This week, our 3 Things are: 1. Uncertainty. We’ve got more now than we’ve had for some time. Two market heavyweights give us updated perspectives. 2. Tightening. The Fed’s jawboning has been effective. 3. Rising distress. Recent movements confirm an up-in-quality view.

en

13:51

3 Things in Credit: May 20, 2022

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

2022/05/20

This week, our 3 Things are: 1. Retail. How do you square retail sales with Walmart and Target earnings releases? 2. Inflation expectations. We came across a new measure that shows quite divergent views across the world. 3. What’s ahead? Markets corrected at a furious pace—now what?

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12:48

3 Things in Credit: May 13, 2022

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

2022/05/13

This week, our 3 Things are: 1. The correction. Markets have reset—now what? 2. The Fed’s Financial Stability Report is out. It’s really not so bad. 3. The fall in cryptocurrencies. Here’s how it affects credit.

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8:59

3 Things in Credit: May 6, 2022

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

2022/05/06

This week, our 3 Things are:1. Bonds are back. It’s been painful, but entry points make sense again. 2. Labor markets in focus. There’s more here than just a low unemployment rate. 3. Fed tightening cycles. Our research shows a different narrative.

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11:18

3 Things in Credit: April 29, 2022

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

2022/04/29

This week, our 3 Things are: 1. Freight movements. Those fixated on sticky high inflation should pay attention. 2. Housing markets. There are many sides to this all-important economic sector. 3. Margin update. How successful have companies been in passing along higher costs?

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10:45

3 Things in Credit: April 22, 2022

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

2022/04/22

In this week's episode: 1. Our KBRA Altman default forecast. We’ll dig into the model’s outcome. 2. A potential energy spike. The single biggest risk we see to credit markets. 3. JPMorgan Chase’s loan loss reserve build. Should we worry?

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237 results

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