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Inflation Target, Bond Scarcity, and Capex Supercycle episode artwork

EPISODE · Sep 20, 2025 · 10 MIN

Inflation Target, Bond Scarcity, and Capex Supercycle

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

This week, our 3 Things are: Inflation target. It’s quietly slipping. Bond scarcity. Demand versus supply. Capex supercycle. We’ll compare equity versus debt.

What this episode covers

This week, our 3 Things are: Inflation target. It’s quietly slipping. Bond scarcity. Demand versus supply. Capex supercycle. We’ll compare equity versus debt.

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Inflation Target, Bond Scarcity, and Capex Supercycle

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Frequently Asked Questions

How long is this episode of Van Hesser's 3 Things in Credit - A KBRA Podcast?

This episode is 10 minutes long.

When was this Van Hesser's 3 Things in Credit - A KBRA Podcast episode published?

This episode was published on September 20, 2025.

What is this episode about?

This week, our 3 Things are: Inflation target. It’s quietly slipping. Bond scarcity. Demand versus supply. Capex supercycle. We’ll compare equity versus debt.

Can I download this Van Hesser's 3 Things in Credit - A KBRA Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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