-

KBRA Releases 12 Things in Credit: January 2026

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 considerations related to massive hyperscaler debt issuance, differing views on the strength of retail sales, and the outlook for already high corporate margins.

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.

Recent 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: 1013581

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 Rating to Senior Unsecured Notes Issued by Universal Insurance Holdings, Inc.

NEW YORK--(BUSINESS WIRE)--KBRA assigns a BBB long-term credit rating (LTCR) to Universal Insurance Holdings, Inc.'s (UVE’s) $100 million, 7.75% Senior Unsecured Notes (Notes) due 2031, with a Stable outlook. UVE intends to use the net proceeds from the offering for general corporate purposes, including redemption of its existing $100 million 5.625% Senior Unsecured Notes due November 30, 2026, extending UVE’s debt maturity profile to 2031. The Notes are senior unsecured obligations of UVE and...

KBRA Assigns Preliminary Ratings to GS Mortgage-Backed Securities Trust 2026-DSC2 (GSMBS 2026-DSC2)

NEW YORK--(BUSINESS WIRE)--KBRA assigns preliminary ratings to 6 classes of mortgage-backed certificates from GS Mortgage-Backed Securities Trust 2026-DSC2 (GSMBS 2026-DSC2), a $304.1 million RMBS transaction sponsored by Goldman Sachs Mortgage Company (Goldman Sachs) solely backed by collateral underwritten to debt-service coverage ratio (DSCR) guidelines. The underlying pool ($304.1 million), comprising 1,373 rental property mortgages as of the June 1, 2026 cut-off date. The mortgage loans ar...

KBRA Assigns Preliminary Ratings to FirstLight Issuer, LLC, Series 2026-1 Revenue Notes

NEW YORK--(BUSINESS WIRE)--KBRA assigns preliminary ratings to the Series 2026-1 Class A-1-L Notes, Class A-1-V Notes, Class A-2 Notes, Class B Notes, and Class C Notes (the Series 2026-1 Notes) from FirstLight Issuer, LLC (the Issuer), a communications infrastructure securitization that is primarily collateralized by communication system assets and related contracts. FirstLight 2026-1 represents the inaugural securitization issued by the Issuer. The transaction structure is a master trust, and...
Back to Newsroom