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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

9:06

Bulls’ Run, Politics of Rates, Aviation

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

2024/06/21

This week, our 3 Things are:1. Running of the bulls. Momentum is a tough thing to stop. 2. Politics and rates. The interplay has some dark undertones. 3. Aviation. Has it normalized?

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10:24

Visibility, Financial Conditions, and Tech Impact

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

2024/06/14

This week, our 3 Things are:1. Visibility. We compare today to a year ago. 2. Financial conditions. The Fed says they’re tight. Are they? 3. Tech impact. Keep an eye on creative destruction.

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11:35

Bank Risk, Corporate Versus ABS Spreads, and ECB’s...

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

2024/06/07

This week, our 3 Things are:1. Banks. The FDIC is out with its quarterly assessment. Fresh data on all of those risks you’ve read about. 2. Corporate versus ABS spreads. There’s been a fairly dramatic move in the differential. We’ll explore. 3. ECB rate cut. It comes at a time when it forecasts higher inflation. Does that make sense?

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10:09

Private Placements, Fallen Angels, and Housing

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

2024/05/31

This week, our 3 Things are:1. Private placements. The Chicago Fed has a surprising take. 2. Fallen angels. A soft landing should provide … well, you know. 3. Housing. What’s the latest?

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11:28

Fiscal Deficits, Seeing Around Corners, and...

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

2024/05/24

This week, our 3 Things are:1. Fiscal deficits. What do you mean there’s no free lunch? 2. Seeing around corners. At a time of market ebullience, it’s a worthwhile exercise to think about what could change all of that. 3. Fundamentals checkup. We’ll have a look under the hood.

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11:10

Inflation, Two Economies, and Vanishing Excess Savings

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

2024/05/17

This week, our 3 Things are: 1. That inflation print. Has the fever broken? 2. Two economies. The aggregate data and market developments are all good. But that’s not the full story. 3. Excess savings. That, which has powered the better-than-expected economy, is gone. So says the San Francisco Fed.

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10:49

Credit Card Losses, Bank Risk Appetite, Private...

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

2024/05/10

This week, our 3 Things are: 1. Credit card loan losses. They’re at the highest level in 13 years despite unemployment at historically low levels. Does that make sense? 2. Bank lender risk appetite. The latest Senior Loan Officer Survey is out. We’ll tell you what you need to know. 3. Direct lending into the middle market. A new KBRA report, which has gotten a lot of market attention, sheds much-needed light on asset quality trends.

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11:00

Good Things Fading, Bankruptcy Trends, and Thresholds...

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

2024/05/03

This week, our 3 Things are: 1. Good things coming to an end. We’re still not normal, but we’re heading there. 2. Bankruptcy trends. A recent shift in trend is noteworthy. 3. Thresholds. Things—that when crossed—shift sentiment.

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12:16

Big Bank Color, Net Worth Surge, and Treasury Volatility

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

2024/04/19

This week, our 3 Things are:1. Big bank color. We’ll summarize what some of the largest lenders are seeing in credit. 2. Net worth surge. It’s driving the consumers’ confidence to spend. 3. Treasury volatility. A Fed pivot of the unfavorable kind.

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9:48

Hot CPI, Earnings Season, and Event Risk

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

2024/04/12

This week, our 3 Things are:1. The CPI print. Is it really shocking? 2. Earnings season. A third consecutive quarter of earnings growth is forecast but peel this onion a bit and you’ll find some troubling undertones. 3. Event risk. It’s been relatively quiet.

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10:10

Small Business Signals, Single-B Spreads, and Apparel...

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

2024/04/05

This week, our 3 Things are:Small business signals. A good place to look for slowdown. Single-B spreads at 16-year tights. Does that make sense? Apparel company guidance. Have you been paying attention?

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8:47

Economic Slack, Equity Outlook, and Consumer Lenders

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

2024/03/22

This week, our 3 Things are:Slack. It’s growing in the labor and industrial markets. Equity euphoria. A surprising view of what’s ahead. Consumer lenders. Risk investors are making a noteworthy distinction.

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11:17

U.S. Exceptionalism, C-Suite Confidence, and Banks, a...

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

2024/03/15

This week our three things are:U.S. exceptionalism. Efficient capital markets are a big part. C-suite confidence. It’s building. Banks, a year later. Here’s what we learned, a year after the “March events.”

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12:55

Powell’s Dilemma, FICO Rolls Over, and Direct Lending...

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

2024/03/08

This week, our 3 Things are:1. Powell’s dilemma. To cut or not to cut. It’s not just data dependent. We’ll explain. 2. FICO scores. They’ve hooked over for the first time in a decade. What does that mean? 3. Direct lending default and recovery rate surprises. Eric Rosenthal is along to bring you up to date.

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8:52

Commodities Downdraft, Financial Conditions, and...

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

2024/03/01

This week, our 3 Things are:1. Commodities downdraft. Historically, that move can be good or bad—we’ll give you our thoughts. 2. Cost of equity versus cost of debt. What does the Fed make of this? 3. A “choiceful” consumer. What that means for all-important spending.

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11:14

Bank CRE Risk, Slowdown Earnings, Private Credit...

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

2024/02/23

This week, our 3 Things are:1. Commercial real estate threat to banks. We’ll provide some much-needed facts. 2. Shifting to slowdown. Here’s how corporate earnings growth is impacted. 3. Private credit borrowers. Ares’ description is useful context.

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7:46

Strong Technical, Market Volatility, and Hot Versus...

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

2024/02/16

This week, our 3 Things are: 1. Credit’s strong technicals. It will help you get comfortable with tight spreads. 2. Market volatility. It’s awakened in equities. Should credit keep pace? 3. “Hot” CPI versus “cold” retail sales. Has the broader narrative changed?

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11:27

Credit Card Delinquencies, The SLOOS, and Barkin Wisdom

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

2024/02/09

This week, our 3 Things are: Credit card delinquencies. It’s all over the press. We’ll tell you whether or not to be worried. Updated SLOOS. How are bankers thinking about lending in this environment? Barkin wisdom. The head of the Richmond Fed challenges Fedspeak.

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9:52

New York Community Bank, Nonbanks and IMF’s Forecast

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

2024/02/02

This week, our 3 Things are: 1. New York Community Bank. An evolving story; here’s what it means to the broader macro story. 2. Nonbanks. They continue to take share from banks. That’s a good thing. 3. IMF’s latest global economic outlook. It’s actually tilting toward bullish.

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9:51

Strong GDP, Narrowness, and Earnings Warnings

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

2024/01/26

This week, our 3 Things are: 1. That GDP report. Everyone—literally everyone—missed this. Here are our takeaways. 2. Narrowness. Beware of the aggregate statistic. 3. Earnings warnings. Underneath market euphoria is some sobering guidance.

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217 results

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