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Much of US Population Could Approach ‘Infection Break Point’

As we close out the week, the best development is the recent sustained downturn in cases seen in the US (11 consecutive days cases down vs 7 days ago), and equally true of the current epicenter of FL, CA, AZ and TX (F-CAT). More on this below.

Markets were understandably unnerved by this tweet from President Donald Trump suggesting a "delay of the 2020 elections." For obvious reasons, this defies logic. Indeed, that helped make our webinar yesterday more timely (thank you to clients who tuned in), as our head of Policy Strategy Tom Block offered several useful insights, including a chance for a Democratic sweep and control of White House, Senate and House.

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