What in the World Is Going On?

(1) A one-of-a-kind recession. (2) V-shaped recovery in global PMIs and leading indicators. (3) Impressive rebound in Chinese exports. (4) Copper leading the rebound in industrial commodity prices. (5) Rebound in global economy and commodity prices weighing on dollar. (6) The euro gets a boost from EU’s fiscal policy response to pandemic. (7) S&P 500 Materials confirming global economic recovery. (8) The Magnificent 5 favored LargeCap, Growth, and Stay Home investment styles until September 2. Not so much since then. (9) Asking an expert about the outlook for vaccines. (10) Lots of known unknowns need to be known before the pandemic will be over.