November 25, 2020
10:26

SOM Macro Strategies

State Of the Markets

The US After Trump And COVID

Alan Brazil

Global, Investment Strategies, Macro
#US housing market, #editorial, #covid-19

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Step 1: Identify Macro Themes What Will The US Look Like After The 2020 US Elections And The Second Wave of COVID? Step 2: Fundamental Economic Framework Surge In Cases Not Just An Artifact of A Surge In Testing--Hospitalizations Are Rising As With The Last Time, Economies Will Suffer From Lockdown Unless There Is A Vaccine US Economy Could Be Headed For Another Lockdown Given The Surge In Cases On The Surface The Biden Agenda Loo

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