What We’re Watching, Visa/Mastercard Spending Update, and KBRA DLD Default Forecasts

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

This week, our 3 Things are:1. What we’re watching. Here’s what we believe will shape credit valuation over the near-term.2. Visa/Mastercard spending update. The latest read from the global payments titans. 3. KBRA DLD default forecasts. Our own Eric Rosenthal weighs in with his outlook for 2026.

Episode metadata supplied by the publisher feed · Published Jan 30, 2026

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What We’re Watching, Visa/Mastercard Spending Update, and KBRA DLD Default Forecasts

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This episode was published on January 30, 2026.

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