On the economy and markets: the recovery in US spending, payrolls and activity; the flood of money from the Fed and market returns/valuations; and why globalization may survive despite rising China-US tensions.
On the virus: second wave tracking; evidence showing a reduction in COVID mortality through vascular treatments; realistic timetables for never-been-done before vaccine approaches like Moderna; and why Sweden’s COVID experiment is not what you think.
The next Eye on the Market will be our tenth annual energy paper.
