Coming Tailwinds, Fed Drama, and Private Credit Data Update

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Van Hesser's 3 Things in Credit - A KBRA Podcast

KBRA

222 episodes

2 days ago

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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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.

Business News

News

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Coming Tailwinds, Fed Drama, and Private Credit Data Update

Van Hesser's 3 Things in Credit - A KBRA Podcast

13 minutes 6 seconds

1 month ago

Coming Tailwinds, Fed Drama, and Private Credit Data Update

This week, our 3 Things are:

Coming tailwinds. Sizable stimulus is set to hit in 2026.
Fed drama. It seeped into markets this week. Is it here to stay?
Private credit data update. Some weakness as you would expect, but surprising fundamental strength. We’ll catch up with Bill Cox, KBRA’s Chief Rating Officer, on the topic.