Delta Exuberance, Q3 Outlook, and Whistling Past the Slowdown

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

This week, our 3 Things are: Delta exuberance. We’ll put a good story in proper perspective. A forward look at Q3. What will shape credit markets? Whistling past the slowdown. Markets have ripped as uncertainty lifts. Don’t lose sight of the whole picture.

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This episode is 8 minutes long.

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This episode was published on July 11, 2025.

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