Retail Sales Disconnect, Labor’s Lost Leverage, and Rising Hyperscaler Issuance

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

This week, our 3 Things are:1. Retail sales disconnect. It’s normalizing, but not as weak as the latest data.2. Labor’s lost leverage. More of the economic spoils are going to capital—is that a bad thing?3. Rising hyperscaler issuance. Massive new issue supply is forcing investors to rethink the status quo.

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This episode was published on February 13, 2026.

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