VH

Van Hesser

Chief Strategist at Kroll Bond Rating Agency
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Van Hesser can speak to market and economic developments and their impact on credit markets. Van is the creator and host of KBRA’s weekly podcast, “3 Things in Credit.” Previously, he led the company’s Financial Institutions and Corporates credit rating groups, where he leveraged over 30 years of experience as an institutional investor, sell-side research analyst, investment banker, and regulator. Throughout his career, Van has successfully developed and shared his industry and market views with senior executives and institutional investors in the U.S., Europe, and Asia.

Van Hesser is an investment professional with extensive experience covering corporates and financial institutions, including buy- and sell-side credit analysis, corporate finance, and positions in research management. Throughout his career, Mr. Hesser has successfully shared his industry views with members of senior management and institutional investors in the U.S., Europe, and Asia. He has been ranked in Institutional Investor magazine's All-America Fixed Income Research Team 10 times and has been selected as a fact witness in important industry litigation. As a research director, Mr. Hesser has a demonstrated track record in commercializing investment research through innovative product design and delivery.

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  • Tariffs' Impact on CPI: Inflation to Rise by June, Says Expert
    Van explains that current CPI readings show little tariff impact due to factors like balanced labor markets. However, he anticipates inflation to rise by June as tariffs on intermediate goods filter through. "We would expect inflation data to rise more meaningfully beginning in June," he notes, with potential influences from the administration's negotiation stance.
Recent Quotes
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  • “Markets tend to dismiss shutdowns as political grandstanding that resolve quickly. The worry around a pending shutdown is if it is emblematic of a much larger problem—government dysfunction—that could start to lean on investor sentiment. Recent surveys suggest that Americans are dissatisfied with the way that things are going across the country, however financial markets’ singular focus on strong corporate earnings is keeping stocks and credit well bid.”

  • We’re at an inflection point economically. We’re headed from this environment of stimulus-fueled boom. An extraordinarily strong economy is now going to normalize.

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