Episode

Changing Narratives, Earnings Surge, and Nonlinear Oil Move

Podcast: Van Hesser's 3 Things in Credit - A KBRA Podcast
Published: May 8, 2026
Duration seconds: 541
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Summary

This week, our 3 Things are: 1. Changing narratives. Better visibility and perspective on issues that drove a selloff in risk earlier this spring. 2. Earnings surge. It’s not just tech. 3. Nonlinear oil move. The risk of a spike is growing.