In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. Here comes what could be a 10% hit to corporate earnings—it’s higher taxes, if Biden gets his way.
2. Credit deterioration in the “buy now, pay later” space could be a canary in the coal mine for consumer lenders. We’ll explain.
3. The delta variant is causing travel to fall off once again. But don’t think the travel, leisure, and hospitality sectors will be out of the woods post-COVID.