Alan Brazil SOM Macro

November 25, 2020

State Of the Markets

The US After Trump And COVID

BY Alan Brazil

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Report Contents

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( 7 mins) 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

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