Caterpillar Earnings, Data Center Dimensions, and Bonds as a Hedge

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

This week, our 3 Things are:Caterpillar earnings. A blowout, but what does it say about the AI story? Data center dimensions. Driver of the broadening out. Bonds as a hedge. Checking in on correlation.

Episode metadata supplied by the publisher feed · Published Aug 7, 2026

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Caterpillar Earnings, Data Center Dimensions, and Bonds as a Hedge

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This episode was published on August 7, 2026.

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