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.

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Inflation Target, Bond Scarcity, and Capex Supercycle

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This episode was published on September 20, 2025.

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