Spreads vs. Yields, Financial Conditions, and Walmart/Target Read-Across

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

This week, our 3 Things are: Spreads vs. yields. Spreads are tight. Yields, not so much. Financial conditions. Don’t lose sight of what normal is. Walmart/Target read-across. The big boxes update us on the U.S. consumer.

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This episode was published on August 22, 2025.

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