Check out the accompanying pdf and chart collection. (1) A distressing disorder about dealing with reality. (2) Pandemic of the unvaccinated. (3) Did Euro 2020 spread Delta? (4) UK opens up as Covid outlook turns “quite scary.” (5) Plenty of stimulus left in M2 and order backlogs. (6) Restaurant sales at record high. (7) NY and Philly business surveys show inflationary boom continuing in July. (8) Fed is suppressing bond market’s opinion. (9) S&P 500 Growth boosted by drop in bond yield. (10) Is China preparing an invasion of Taiwan and a preemptive nuclear attack on Japan?
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