COVID-19 UPDATE: US cases rise slightly due to NY, NJ, CT and IL (not newly opened states) and looks like "open" states TX and GA residents are leaving homes.

COVID-19 remains a global crisis and we realize that many people need to keep up with COVID-19 developments, particularly since we are moving into the more critical stage ("restart economy"), so feel free to share our commentary to anyone who has interest.While there is no playbook for navigating a pandemic, or at least we do not have a playbook (as we stated several times over past few months), as states begin to ease restrictions, it will be important to track two dynamics: first, what activities states are "easing" and second, the willingness of residents to re-engage.  Our data science team, led by tireless Ken, categorized state "easing" into 6 categories (elective surgeries, etc) and also compiled some high-frequency analytics to track "re-engagement" of some of these.  Like we said, there is no playbook, so if you have suggestions or ideas, we welcome them.So far 26 states are in some state of "open" representing 58% of US GDP.  But state governments have limited what activities are open or set dates for easing into the future.  And it seems like states have prioritized "business" and "healthcare" over "retail" -- this is not surprising since the two formers are larger contributors to the tax base (asset owners), even as they are smaller shares of empl...

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