(1) Pessimism vs optimism. (2) Timeline of the viral impact on DJIA. (3) A major known unknown. (4) Online dashboard showing rising body count. (5) Monitoring financial markets for clues. (6) Chinese stocks, copper/gold price ratio, and bond yield signaling risk-off. (7) S&P 500 Energy and Materials have been infected. (8) Stay Home again until virus crisis blows over. (9) Homebuilders and video games outperforming cruise lines, casinos, hotels, and air freight. (10) The US labor market is hot, yet wage inflation is not. (11) Powell says there is room to run as long as labor force participation rate continues to rise.
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