Van Hesser's 3 Things in Credit - A KBRA Podcast
Aug 28, 2026 · 9 min · 6 segments
This week, our 3 Things are: 1. Uncertainty returns. That improved visibility we enjoyed in 2H 2025 has diminished. 2. The Forward Look. Our latest quarterly publication dimensions key issues shaping…
Van HesserHost
Each week, we bring you three things impacting credit markets that we think you should know about.
So this is the week of NVIDIA earnings, and our good friend Rob Schiffman over at Bloomberg Intelligence described the event this way, and I quote, from the equity perspective, this may be the best print in the history of the stock market and the best forward guide in history, unquote.
That explains in part why AI-related issuer credit spreads have widened out over the summer.
The good news is that one of the most important underpinnings to the U.S. economy and markets, something we call the AI promise, is on solid footing.
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Each week, we bring you three things impacting credit markets that we think you should know about.
So this is the week of NVIDIA earnings, and our good friend Rob Schiffman over at Bloomberg Intelligence described the event this way, and I quote, from the equity perspective, this may be the best print in the history of the stock market and the best forward guide in history, unquote.
That explains in part why AI-related issuer credit spreads have widened out over the summer.
The good news is that one of the most important underpinnings to the U.S. economy and markets, something we call the AI promise, is on solid footing.
