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COVID-19 UPDATE: Are policy makers starting to over-react to COVID-19? Flu season starts 5 weeks earlier in the Southeast than the Northeast.

Click HERE to access the FSInsight COVID-19 Daily Chartbook.

STRATEGY: Likelihood of another US shutdown unlikely... under Trump
The likelihood of another economic shutdown is lower under Trump.  I am not stating this to reflect my political views, but rather, mirror what have been obvious policy positions by both Trump and Biden. 

And if I had to unify the incoming news flow, it is of possible policy over-reaction to COVID-19.  The UK announced some strict measures to contain the rising spread, along with a dire death warning.  And yesterday, the tristate coalition added Rhode Island, among 4 other states falling under a travel advisory.  Rhode Island? The state has a positivity rate of 1.7% and is widely cited as a model state for containment.  

Plus, Rhode Island borders CT.  This must feel like "betrayal" for Rhode Island.

But many companies on CNBC yesterday also noted that it would be catastrophic for the US to enter another broad shutdown.  And I agree.  But it would be necessary if COVID-19 were spreading at an uncontained pace.  So, we highlight a few things in this commentary.- US cases are indeed on the downtrend, with declines accelerating again (vs 7D ago)- tireless Ken looked at where US flu season start...

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