Welcome, market participants! This report is a companion to KBRA’s weekly 3 Things in Credit podcast, where our Chief Strategist, Van Hesser, highlights three Things impacting credit markets that we think you should know about. After every four episodes (that’s 12 Things total), we compile the podcast transcripts into a single report—so you can catch up on anything you missed, all in one place. Look for our podcast every Friday, and let us know what you think. You can find all our research, podcasts, and announcements for upcoming webinars on KBRA.com.
This issue’s 12 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…
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