Episode

Coming Tailwinds, Fed Drama, and Private Credit Data Update

Podcast

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

Published

Dec 5, 2025

Duration seconds

786

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not_requested

Canonical source

https://podcasters.spotify.com/pod/show/kbra981/episodes/Coming-Tailwinds--Fed-Drama--and-Private-Credit-Data-Update-e3bufo3

Audio

https://anchor.fm/s/109cbc12c/podcast/play/112196803/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-5%2F78bf649f-586a-50cf-4197-563b4116e95f.mp3

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Summary

This week, our 3 Things are: Coming tailwinds. Sizable stimulus is set to hit in 2026. Fed drama. It seeped into markets this week. Is it here to stay? Private credit data update. Some weakness as you would expect, but surprising fundamental strength. We’ll catch up with Bill Cox, KBRA’s Chief Rating Officer, on the topic.