In this week's episode of 3 Things in Credit, KBRA Chief Strategist Van Hesser discusses:

1. The Johnson & Johnson vaccine pause is yet another data point that suggests that pandemic risk is not yet in the rearview mirror
2. The economic boom is coming—retail sales’ blowout, the latest high-frequency data gathered by the New York Fed, and the big drop in jobless claims suggest the boom is here, and
3. The rise in commodities prices is being felt by manufacturers the world over as the reopening takes root; Materials producers are the beneficiary, and strong earnings growth is likely