-

KBRA Releases 12 Things in Credit: November 2025

NEW YORK--(BUSINESS WIRE)--KBRA releases its latest 12 Things in Credit report, highlighting timely credit market themes drawn from our weekly podcast, 3 Things in Credit, hosted by KBRA’s Chief Strategist, Van Hesser. Among the wide-ranging topics Van discusses in this issue are stimulus tailwinds building into 2026, clarifying growth in private credit, and the credit implications of the reduction in uncertainty.

Each Friday, the podcast covers three Things impacting credit that market participants should know about. After every four episodes—12 Things total—we compile the transcripts into one publication, making it easy to catch up on anything you missed.

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: 1012668

Contacts

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

Social Media Profiles
More News From Kroll Bond Rating Agency, LLC

KBRA Assigns Preliminary Ratings to RCKT Mortgage Trust 2026-CES3 (RCKT 2026-CES3)

NEW YORK--(BUSINESS WIRE)--KBRA assigns preliminary ratings to 21 classes of mortgage-backed notes from RCKT Mortgage Trust 2026-CES3 (RCKT 2026-CES3). RCKT Mortgage Trust 2026-CES3 (RCKT 2026-CES3) is a $547.3 million RMBS transaction, as of the cut-off date, sponsored by Woodward Capital Management LLC, a wholly owned affiliate of Rocket Mortgage, LLC, and Loan Funding Structure V LLC, and consists entirely of newly originated closed-end second lien mortgages (CES; 100.0%). The underlying poo...

KBRA Assigns A- Issuer and Senior Unsecured Debt Ratings to Sumisho Air Lease Corporation; Expects to Rate Senior Unsecured Notes Issuance A-

NEW YORK--(BUSINESS WIRE)--KBRA assigns issuer and senior unsecured debt ratings of A- to Takeoff Merger Sub Inc. (“Merger Sub”), an entity which will merge with Air Lease Corporation (NYSE: AL or “Air Lease”, a global aircraft leasing company based in Los Angeles, California) and be renamed Sumisho Air Lease Corporation (“SALC” or the company). The rating Outlook is Stable. KBRA expects to assign an A- rating to the senior unsecured notes expected to be issued by Merger Sub. Upon close of the...

KBRA Releases Research – Middle East Conflict: Potential Aircraft ABS Implications

NEW YORK--(BUSINESS WIRE)--KBRA releases research examining exposure to the Middle East in its rated universe of aviation ABS transactions. On February 28, 2026, the U.S. and Israel launched coordinated military strikes against Iranian leadership and strategic targets. In the days that followed, Iran and affiliated groups retaliated with missile and drone attacks in the region. The escalation has disrupted regional air travel, resulting in more than 20,000 flight cancellations and forcing the t...
Back to Newsroom