EPISODE · Aug 8, 2025 · 10 MIN
Inflection Point, Ares’ Perspective, and Maersk’s Beat
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
This week, our 3 Things are: Inflection point? July jobs was a shock, but does it really reveal something different? Ares’ perspective. Insightful comments on the growth of private credit. Maersk’s beat. What it says about global growth.
What this episode covers
This week, our 3 Things are: Inflection point? July jobs was a shock, but does it really reveal something different? Ares’ perspective. Insightful comments on the growth of private credit. Maersk’s beat. What it says about global growth.
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Inflection Point, Ares’ Perspective, and Maersk’s Beat
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