In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. Thematic investing seems to be trumping fundamentals in credit. That doesn’t sound like an investing strategy—but in this market, with this level of exogenous influence, it might make sense.
2. Big bank earnings once again reassured markets that all is not only well, but extraordinarily so. We canvas the conference calls for insightful color.
3. COVID’s impact on globalization and supply chains—how real is the threat? We’ll examine the issue.