# Coming Tailwinds, Fed Drama, and Private Credit Data Update

Page: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/coming-tailwinds-fed-drama-and-private-credit-data-update
Text version: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/coming-tailwinds-fed-drama-and-private-credit-data-update.md
Podcast: [Van Hesser's 3 Things in Credit - A KBRA Podcast](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838)
Published: 2025-12-05T17:09:26+00:00
Episode link: https://podcasters.spotify.com/pod/show/kbra981/episodes/Coming-Tailwinds--Fed-Drama--and-Private-Credit-Data-Update-e3bufo3
Audio file: 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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Duration seconds: 786

## Resource

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.

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## Transcript

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