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

1. The consumer has remained a source of economic strength throughout the pandemic, thanks to the strong hand of the federal government. Ahead of the jobs report, we take stock of the consumer’s financial health.

2. The U.S. is in the midst of a productivity boom, something enhanced, ironically by the pandemic. Will it last?

3. We really didn’t need a dot plot to appreciate the divergent views coming out of the Fed regarding the threat of inflation. Our chief sovereign analyst thinks this might be orchestrated. It’s an interesting perspective.