Skip to content

KBRA Publishes 12 Credit-Related Items: June 2025 Edition

Credit Rating Agency KBRA Publishes Latest 12 Credit Market Trends Report, Focusing on Current Themes in the Credit Market Drawn from Their Analysis

KBRA Publishes Twelve Credit-Related Items: June 2025 Edition
KBRA Publishes Twelve Credit-Related Items: June 2025 Edition

In a recent development, KBRA, one of the major credit rating agencies registered in the U.S., EU, and the UK, has released its latest "12 Things in Credit" report. This quarterly publication, aggregating twelve key credit market factors from four weekly podcast episodes, offers a strategic lens on economic, geopolitical, and market-specific catalysts to watch for credit investors.

The report, authored by KBRA's Chief Strategist, Van Hesser, is available through KBRA and provides a comprehensive overview of the key credit market themes and risks. In this issue, Van discusses growth catalysts, the implications of the tariff baseline bumping to 15%, and the market reaction to Delta Airlines' earnings.

The weekly podcast episodes, titled "3 Things in Credit," are a must-listen for market participants. Each Friday, Van Hesser hosts the podcast, covering three Things impacting credit that market participants should know about. In the lead-up to the latest report, Van Hesser highlighted concerns about earnings momentum beyond tech's strength showing a slowdown, early forecasts for 2026 indicating persistent uncertainty and a likely continuation of current trends, and the significance of August jobs data as potentially the most consequential economic release this year, with potential market volatility in Q4.

Other notable discussion points in the latest report focus on macroeconomic influences such as tariffs and earnings momentum, as well as specific market reactions to corporate earnings and economic forecasts. For example, themes such as private credit growth perspectives and global trade outlooks (e.g., Maersk’s improved forecast) appeared in the weekly discussions that feed into the report.

The full detailed report, with the Doc ID: 1010639, can be accessed at the provided link. If you wish to receive updates on KBRA's releases, Business Wire, a press release distribution service, offers an option to send an email. For more information or to contact Van Hesser directly, you can email him at [email protected] or call him at 1 646-731-2305.

Business Wire would like to remind readers that KBRA ratings can be used for regulatory capital purposes in multiple jurisdictions, and the agency is recognized as a Qualified Rating Agency in Taiwan and is a Designated Rating Organization for structured finance ratings in Canada. For those interested in related publications, Business Wire suggests checking out Van Hesser's 3 Things in Credit: A KBRA Podcast and Gordon Kerr's Credit Compass: Navigating European Credit Markets.

[1] KBRA Press Release: [Link to Press Release] [2] 12 Things in Credit Report: [Link to Report] [3] Van Hesser's 3 Things in Credit: A KBRA Podcast: [Link to Podcast] [4] Gordon Kerr's Credit Compass: Navigating European Credit Markets: [Link to Publication]

Read also:

Latest