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KBRA
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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Ratings & Reviews
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5.0 stars from 15 ratings
Great weekly podcast
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“Great weekly insights into credit trends”
Dr Chezwick via Apple Podcasts ·
United States of America ·
02/28/21
Recent Episodes
Published 09/27/24
This week, our 3 Things are:
1. Robust earnings growth forecast. Does that make sense?
2. CFO sentiment. We get conflicting views from two surveys.
3. Trade shock. Keep an eye on the Longshoremen.
Published 09/27/24
This week, our 3 Things are:
1. Fed’s Big Move. A half point breaks convention. Is it necessary?
2. Credit exuberance. Is relative value still strong?
3. Post-cut expectations. What does history tell us?
Published 09/20/24
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