-

KBRA Releases Research – The Forward Look—U.S. Credit Insights Q2 2025

NEW YORK--(BUSINESS WIRE)--KBRA releases a new quarterly report highlighting our Chief Strategist Van Hesser’s view on key economic indicators, as well as what he identifies as the most influential factors driving credit markets in the upcoming quarter. The report also examines credit market valuations in the context of current and future market conditions.

KBRA expects key factors driving credit market conditions in Q2 to include reduced visibility due to policy uncertainty, loosening developments in what remains a healthy labor market, still solid underpinnings in the financial system, and concerns over the strength of consumer spending in the U.S. In addition, we expect risk premia in credit, low by historical standards, to build modestly.

Click here to view the report.

Related Publications

About KBRA

KBRA, one of the major credit rating agencies, is registered in the U.S., EU, and the UK. KBRA is recognized as a Qualified Rating Agency in Taiwan, and is also a Designated Rating Organization for structured finance ratings in Canada. As a full-service credit rating agency, investors can use KBRA ratings for regulatory capital purposes in multiple jurisdictions.

Doc ID: 1009184

Contacts

Van Hesser, Senior Managing Director, Chief Strategist
+1 646-731-2305
van.hesser@kbra.com

Kroll Bond Rating Agency, LLC

Details
Headquarters: New York City, New York
CEO: Jim Nadler
Employees: 400+
Organization: PRI

Release Versions

Contacts

Van Hesser, Senior Managing Director, Chief Strategist
+1 646-731-2305
van.hesser@kbra.com

More News From Kroll Bond Rating Agency, LLC

KBRA Credit Ratings to Be Included in Bloomberg CMBS Index Methodology

NEW YORK--(BUSINESS WIRE)--KBRA today announced that its credit ratings will be incorporated into Bloomberg Index Services Limited’s CMBS index rating methodology, effective with the June 2026 month-end index rebalance. The Bloomberg CMBS index is a widely followed benchmark used by institutional investors to track the performance of U.S. commercial mortgage-backed securities and support portfolio construction, risk management, and relative value analysis. The index includes more than 2,300 sec...

KBRA Assigns AA Rating to the Department of Water and Power of the City of Los Angeles, CA Power System Revenue Bonds, 2026 Series B; Outlook is Stable

NEW YORK--(BUSINESS WIRE)--KBRA assigns a long-term rating of AA to the Department of Water and Power of the City of Los Angeles, CA Power System Revenue Bonds, 2026 Series B. The Outlook is Stable. The long-term rating reflects the stable operating and financial performance of the Power System of the Los Angeles Department of Water and Power ("LADWP”), which benefits from a large, mostly residential service area, with rising, though still affordable customer rates, a diverse generation mix, an...

KBRA Releases Research – Esoteric ABS Forum: Sectors in Bloom—KBRA Event Recap

NEW YORK--(BUSINESS WIRE)--KBRA releases a recap of its Esoteric ABS Forum: Sectors in Bloom, an event focused on the key trends shaping today’s commercial asset-backed securities (ABS) sectors. The forum, which was held on May 19, brought together market participants from across the ABS ecosystem for a series of panels covering the music, fiber, communication infrastructure, and whole business sectors. The program opened with remarks from Rosemary Kelley, KBRA’s Head of Structured Finance Busi...
Back to Newsroom