Oil Glut, Credit Cycle, and 2026 Themes

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

KBRA

222 episodes

3 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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Oil Glut, Credit Cycle, and 2026 Themes

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

11 minutes 25 seconds

2 weeks ago

Oil Glut, Credit Cycle, and 2026 Themes

This week, our 3 Things are:

Oil glut. The price of the commodity has plunged and is likely to stay that way in 2026.
Credit cycle. Phases are irregular, and the conditions for pushing into recession are dormant.
2026 themes. We tally up things worth watching.