| 1 | U.S. Consumer, D.R. Horton, and Bush/Gore Redux? 2024-11-01 |
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| 2 | U.S. Exceptionalism, Reality Check, and Illiquidity Premium. 2024-10-25 |
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| 3 | Tight Spreads, Big Bank Credit Color, and Consumer Expectations 2024-10-18 |
Play |
| 4 | Recession Probabilities, Jobs Data, and Q3 Earnings 2024-10-11 |
Play |
| 5 | Apollo’s Vision, CRE’s Stability, and Default and Recoveries Update 2024-10-04 |
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| 6 | Robust Earnings Growth Forecast, CFO Sentiment, Trade Shock 2024-09-27 |
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| 7 | Fed’s Big Move, Credit Exuberance, and Post-Cut Expectations 2024-09-20 |
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| 8 | Bank Warnings, Small Business Struggles, and Post-Inflation Risks 2024-09-13 |
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| 9 | Savings Rate, 2025 Earnings, and Beige Book 2024-09-06 |
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| 10 | Debt Buildup, Travel Blues, Jackson Hole 2024-08-23 |
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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.
