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

1. The UK vs. COVID—Its spike in new cases, and subsequent fall, could serve as a harbinger of what’s to come in the U.S. But there is an important difference between the two countries. You’ll want to stay on top of this story.
2. The upcoming July jobs report might be the most inconsequential one of the pandemic era. We’ll tell you why.
3. Boeing and GE—Two industrial mainstays undergoing what their respective management teams call “transformations.” We’ll check in.