Alan Brazil SOM Macro

State Of the Markets

The US After Trump And COVID

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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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