What in the World Is Going On?

Check out the accompanying pdf and chart collection. (1) A new strain. (2) Waiting for the latest viral wave to crest. (3) The UK has a contagious problem. (4) Strong M-PMIs. (5) Resilient NM-PMIs. (6) Purchasing managers say that commodity prices are all on the rise. None are down. (7) Forward revenues and earnings mostly in recovery mode around the world. (8) Commodity prices pointing the way forward. (9) Expected inflation rising along with commodity prices as the dollar weakens. (10) Emerging Markets MSCI tends to rebound when the dollar is weak.