<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;
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<p>This week, our 3 Things are:</p><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>


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

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

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

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