<description>&lt;p&gt;This week, our 3 Things are:&lt;/p&gt;&lt;ol&gt;&lt;li&gt;Home Depot’s warning. Consumer durability is under pressure.&lt;/li&gt;&lt;li&gt;Private credit growth. Tracking leveraged finance growth is more relevant. &lt;/li&gt;&lt;li&gt;AI bubble and credit. Much-needed perspective on the topic of the day. &lt;/li&gt;&lt;/ol&gt;
</description>

This week, our 3 Things are:<ol><li>Home Depot’s warning. Consumer durability is under pressure.</li><li>Private credit growth. Tracking leveraged finance growth is more relevant. </li><li>AI bubble and credit. Much-needed perspective on the topic of the day. </li></ol>

Home Depot’s Warning, Private Credit Growth, AI Bubble and Credit

<description>&lt;p&gt;This week, our 3 Things are:&lt;/p&gt;&lt;ol&gt;&lt;li&gt;Holiday spending. Will the wealthiest among us offset the headwinds?&lt;/li&gt;&lt;li&gt;Surging earnings. It’s more than just mega tech. &lt;/li&gt;&lt;li&gt;Senior Loan Officer color. After Tricolor and First Brands, the Fed’s out with its latest survey. &lt;/li&gt;&lt;/ol&gt;
</description>

This week, our 3 Things are:<ol><li>Holiday spending. Will the wealthiest among us offset the headwinds?</li><li>Surging earnings. It’s more than just mega tech. </li><li>Senior Loan Officer color. After Tricolor and First Brands, the Fed’s out with its latest survey. </li></ol>

Holiday Spending, Surging Earnings, and Senior Loan Officer Color

<description>&lt;p&gt;This week, our 3 Things are:&lt;/p&gt;&lt;ol&gt;&lt;li&gt;Private credit color. Two big lenders weigh in with what they are seeing.&lt;/li&gt;&lt;li&gt;Reduced uncertainty. Wait a minute! There’s plenty of uncertainty, right? &lt;/li&gt;&lt;li&gt;Consumer belt tightening. It’s spreading. &lt;/li&gt;&lt;/ol&gt;
</description>

This week, our 3 Things are:<ol><li>Private credit color. Two big lenders weigh in with what they are seeing.</li><li>Reduced uncertainty. Wait a minute! There’s plenty of uncertainty, right? </li><li>Consumer belt tightening. It’s spreading. </li></ol>

Private Credit Color, Reduced Uncertainty, and Consumer Belt Tightening

<description>&lt;p&gt;This week, our 3 Things are:&lt;/p&gt;&lt;ol&gt;&lt;li&gt;Consumer no confidence. Surveys, for what they’re worth, are headed in the wrong direction. &lt;/li&gt;&lt;li&gt;Credit course correction. Lenders everywhere are scrubbing portfolios and processes. That comes at a cost. &lt;/li&gt;&lt;li&gt;To cut or not to cut. All of a sudden, December’s in play.&lt;/li&gt;&lt;/ol&gt;
</description>

This week, our 3 Things are:<ol><li>Consumer no confidence. Surveys, for what they’re worth, are headed in the wrong direction. </li><li>Credit course correction. Lenders everywhere are scrubbing portfolios and processes. That comes at a cost. </li><li>To cut or not to cut. All of a sudden, December’s in play.</li></ol>

Consumer No Confidence, Credit Course Correction, and To Cut or Not to Cut

<description>&lt;p&gt;This week, our 3 Things are:&lt;/p&gt;&lt;ol&gt;&lt;li&gt;GM blowout. What does this signal about the broader economy? &lt;/li&gt;&lt;li&gt;U.S. consumer. We’ve got useful updates on loan quality and spending strength. &lt;/li&gt;&lt;li&gt;Bubbles. The chatter is increasing. We’ve got some thoughts. &lt;/li&gt;&lt;/ol&gt;
</description>

This week, our 3 Things are:<ol><li>GM blowout. What does this signal about the broader economy? </li><li>U.S. consumer. We’ve got useful updates on loan quality and spending strength. </li><li>Bubbles. The chatter is increasing. We’ve got some thoughts. </li></ol>

GM Blowout, U.S. Consumer, Bubbles

Each week, KBRA's Chief Strategist, Van Hesser will address three things that caught his attention in credit markets that are relevant to credit investors.

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

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