Jobs Rebound, Shock Watch, and Historic Uncertainty.

[ on-hold music] Welcome market participants to another Three Things in Credit.

I'm Van Hesser, Chief Market Strategist, KBRA.

Each week, we bring you three things impacting credit markets that we think you should know about.

So we're post-earnings, post-jobs, post-CPI/PPI, post-changing of the guard at the Fed.

We should be moving towards sell in May and go away, right? Well, not so fast.

With geopolitical drama intensifying and AI moving in the usually staid words of The Wall Street Journal's Greg Ip from a welcome tailwind of growth to a hurricane strength weather system distorting practically everything about the economy.

Now, it's bound to be a busy summer.

Buckle up.

[ on-hold music] Welcome market participants to another Three Things in Credit.

I'm Van Hesser, Chief Market Strategist, KBRA.

Each week, we bring you three things impacting credit markets that we think you should know about.

So we're post-earnings, post-jobs, post-CPI/PPI, post-changing of the guard at the Fed.

We should be moving towards sell in May and go away, right? Well, not so fast.

With geopolitical drama intensifying and AI moving in the usually staid words of The Wall Street Journal's Greg Ip from a welcome tailwind of growth to a hurricane strength weather system distorting practically everything about the economy.

Now, it's bound to be a busy summer.

Buckle up.