Episode

Housing Headwinds, Big Bank Credit Color, Supply Surge

Podcast: Van Hesser's 3 Things in Credit - A KBRA Podcast
Published: Jan 16, 2026
Duration seconds: 709
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Canonical source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Housing-Headwinds--Big-Bank-Credit-Color--Supply-Surge-e3doeg0
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Summary

This week, our 3 Things are: 1. Housing headwinds. Are we close to unlocking real value? 2. Big bank credit color. Where did the cockroaches go? 3. Supply surge. 2026 figures to see record-setting issuance. What does it mean for spreads?