In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. The spike in home values. We remain comfortable with the risks to markets and the broader economy, and there are opportunities emerging in what could be a housing “super-cycle.”
2. Where did all of the savings go? Apparently, it’s been spent, taking away one oft-discussed engine of future spending growth.
3. Government bond market volatility. Should we care?