Inflation Target, Bond Scarcity, and Capex Supercycle

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Van Hesser's 3 Things in Credit - A KBRA Podcast

KBRA

217 episodes

2 days ago

Each week, KBRA's Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.

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Each week, KBRA's Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.

Business News

News

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Inflation Target, Bond Scarcity, and Capex Supercycle

Van Hesser's 3 Things in Credit - A KBRA Podcast

10 minutes 50 seconds

1 month ago

Inflation Target, Bond Scarcity, and Capex Supercycle

This week, our 3 Things are:

Inflation target. It’s quietly slipping.
Bond scarcity. Demand versus supply.
Capex supercycle. We’ll compare equity versus debt.