EPISODE · Jul 23, 2021 · 11 MIN
3 Things in Credit: July 23, 2021
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
In this week's episode, KBRA Chief Strategist Van Hesser discusses: 1. The spread of the delta variant is keeping the pandemic on the radar of investors, and contrary to some, we believe it is impacting economic behavior. 2. A number of useful proxies for economic growth have rolled over. It’s worth considering as you think through the second half. 3. The Fed says the real unemployment rate is 8.7%. There remains considerable slack in the labor market.
What this episode covers
In this week's episode, KBRA Chief Strategist Van Hesser discusses: 1. The spread of the delta variant is keeping the pandemic on the radar of investors, and contrary to some, we believe it is impacting economic behavior. 2. A number of useful proxies for economic growth have rolled over. It’s worth considering as you think through the second half. 3. The Fed says the real unemployment rate is 8.7%. There remains considerable slack in the labor market.
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3 Things in Credit: July 23, 2021
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