Report|22 Jul 2026

Macro Pulse U.S.: Big Banks’ All Clear on Credit Continues

The largest U.S. banks’ blockbuster Q2 results featured a continuation of very high loan quality across both consumer and commercial lending portfolios.

In the latest 3 Things in Credit, KBRA Chief Markets Strategist Van Hesser takes stock of the largest banks’ credit performance as well as relevant management forward guidance from these largest lenders. In addition, Van addresses debt market technicals surrounding the recent deluge of Big Tech bond issuance, as well as new Fed Chair Kevin Warsh’s plans to update the central bank’s data sources and analytics. Listen to Van Hesser’s insights on: Apple Podcasts | YouTube Music |

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