About this episode

This episode discusses rising credit risks, a surge in loan growth, and potential earnings relief in the financial sector.

This week, our 3 Things are: 1. Shock risk. Risk is rising, but will credit reprice? 2. Loan growth surge. Where did that come from? 3. Earnings relief. Good news is on the horizon.

People in this episode

Host: Van Hesser

Topics covered

• credit risk
• loan growth
• earnings
• financial news
• business analysis

Keywords

• credit risk
• loan growth
• earnings relief
• financial news
• business

Mentioned in this episode

Organizations: KBRA

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

• Changing Narratives, Earnings Surge, and Nonlinear Oil Move · May 8, 2026 · 9 min
• Earnings Growth, Bank Exposure to Nonbanks, and Constructive Pessimism · April 24, 2026 · 12 min
• Growth Shock vs. Inflation Shock, Big Bank Credit Color, and IMF Sours · April 17, 2026 · 13 min
• Resiliency, Dimon on Credit, Consumer Trends · April 10, 2026 · 12 min
• Earnings vs. Oil, Systemic Leverage, and Stagflation · March 20, 2026 · 9 min
• Bond Havens, Oracle Reassures, and Risk Reprice · March 13, 2026 · 10 min

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