Episode

What We’re Watching, Visa/Mastercard Spending Update, and KBRA DLD Default Forecasts

Podcast: Van Hesser's 3 Things in Credit - A KBRA Podcast
Published: Jan 30, 2026
Duration seconds: 855
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Canonical source: https://podcasters.spotify.com/pod/show/kbra981/episodes/What-Were-Watching--VisaMastercard-Spending-Update--and-KBRA-DLD-Default-Forecasts-e3edeah
Audio: https://anchor.fm/s/109cbc12c/podcast/play/114784017/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-30%2F96d43738-4726-1ddd-5673-156e1953a886.mp3
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Summary

This week, our 3 Things are: 1. What we’re watching. Here’s what we believe will shape credit valuation over the near-term. 2. Visa/Mastercard spending update. The latest read from the global payments titans. 3. KBRA DLD default forecasts. Our own Eric Rosenthal weighs in with his outlook for 2026.