Covid-2019 - 2020-09-24
Date:
Friday, September 25, 2020
Summary:
Cases are making new highs in major European nations, while the summer flareup in the US sunbelt has completely passed. The political narrative has been that Europe "did it right," and outperformed the US. Now the tables have turned, and anxious global markets wait to see if European authorities make the lethal error of locking down again. We are betting they won't.