Looking Beyond the Pandemic

Check out the accompanying pdf and chart collection. (1) Which underperforming sector this month has some of market’s best-performing industries? Consumer Discretionary. (2) Forward-looking investors see consumers looking forward to fun times, post-pandemic. (3) Kohl’s and TJX show optimism about the future by reinstating dividends. (4) Executives calling on Congress to push through a stimulus package now. (5) Project Warp Speed expands US manufacturing of vaccines and pharmaceuticals. (6) New vaccines based on mRNA save the day and may hold the key to the development of other vaccines and drugs in the future.