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Hoping to give thanks
Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.
Say goodbye, say hello
It seems we might have reached the point when it is reasonable to expect that growth will extend beyond online shopping, communications, payments systems and distribution businesses.
And the winner is....
It’s been a fascinating US election so far, as we all thought it would be. Fears of a presidential meltdown at the prospect of losing appear to be materialising before our eyes.
Comparedto the spring we have higher economic activity today even with much higher coronavirus cases.
Go for growth
The economy always plays a role in how people vote. Prior to the coronavirus crisis, the economy had performed well under Trump.
The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.
No V in earnings
Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.
Covid hits WH
The symbolism of President Trump testing positive for coronavirus will not be lost on market participants and economists.
Six months home
The last six months have seen amazing returns from financial markets.