KBRA releases its latest 12 Things in Credit report, highlighting timely credit market themes drawn from our weekly podcast, 3 Things in Credit, hosted by KBRA’s Chief Market Strategist, Van Hesser. Among the wide-ranging topics Van discusses in this issue are what is behind the spread widening in Hyperscaler CDS, the impact of tightening financial conditions on the Fed’s reaction function, and misconceptions about AI funding risk.

Each Friday, the podcast covers three Things impacting credit that market participants should know about. After every four episodes—12 Things total—we compile the transcripts into one publication, making it easy to catch up on anything you missed.

Click here to view the report.

About KBRA

KBRA, one of the major credit rating agencies, is registered in the US, EU, UK, and Japan. KBRA is recognized as a Qualified Rating Agency in Taiwan and is also a Designated Rating Organization for structured finance ratings in Canada. As a full-service credit rating agency, investors can use KBRA ratings for regulatory capital purposes in multiple jurisdictions.

Doc ID: 1017979

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