In this week's episode, KBRA Chief Strategist Van Hesser discusses:

1. In search of economic normality. We know this isn’t it, but it’s coming.
2. The Fed is guiding its path toward tightening seemingly every day. Our thoughts around what happens to credit, when it gets there.
3. Corporate earnings are forecast to continue to grow off of today’s stimulus-fueled results. We would be a bit more cautious about that outlook.