In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. The housing market is moving from superhot to warm. It’s a good proxy for what’s ahead for the broader economy.
2. Small business optimism has taken a turn for the worse. We’ll explore what’s behind it, and why this matters.
3. The Democrats’ plan to tie Biden’s $3.5 trillion “human infrastructure” bill to the $1 trillion traditional infrastructure bill risks more than just the $1 trillion bill. We’ll explain.