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Van Hesser's 3 Things in Credit - A KBRA Podcast
by Kroll Bond Rating AgencyEach week, KBRA's Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.
Copyright: 2023 Kroll Bond Rating Agency, LLC and/or its affiliates and licensors. All rights reserved.
Episodes
Corporate Earnings, Consumer Spending, and Institutional Demand for Credit
9m · PublishedThis 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.
Regional banks, Banks and CRE, and Homebuilders
8m · PublishedThis 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?
Higher Cost of Capital, Consumer Spend, and Demand for Credit
8m · PublishedThis 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?
Inflection Point, Big Bank Color, Ed Altman’s View
11m · PublishedThis 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.
CarMax and Albertson’s, Credit Crunch, and Recession Probabilities
10m · PublishedThis 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%?
Banking’s Business Model, Bad News Rising, Banking Crisis
9m · PublishedThis 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.
Sentiment Shifts, Earnings on Deck, and Chinese Growth
11m · PublishedThis 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?
Depositor Safety, Unwanted Uncertainty, AT1s
9m · PublishedThis 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?
Half Empty Glass, Consumer Spending, and Silver Linings.
9m · PublishedThis 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.
Van Hesser's 3 Things in Credit - A KBRA Podcast has 112 episodes in total of non- explicit content. Total playtime is 20:42:45. The language of the podcast is English. This podcast has been added on November 21st 2022. It might contain more episodes than the ones shown here. It was last updated on May 22nd, 2023 18:11.
