Changing Narratives, Earnings Surge, and Nonlinear Oil Move

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

This week, our 3 Things are:1. Changing narratives. Better visibility and perspective on issues that drove a selloff in risk earlier this spring.2. Earnings surge. It’s not just tech. 3. Nonlinear oil move. The risk of a spike is growing.

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This episode was published on May 8, 2026.

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