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

1. Inflation fears. It’s become a national obsession. Our thoughts on what it means for credit markets.
2. Consumer debt jumps higher. A sign of confidence or stress? We’ll explore.
3. Recession risk. One respected reading suggests there is a 50% likelihood for a recession within the next 12 months. We’ll clue you in.