COVID-19 UPDATE: One has to "squint" to see any real second wave in USA. Big data by Deep Macro suggests jobs "V-recovery" continues post-lockup

The incoming news around COVID-19 and economy has been "half-full" for the past few weeks and even today, the overall cadence of the data was positive.  The most eye-catching is a CNBC story about the WHO which now says asymptomatic infected do not transmit the disease.  It is not clear if they are referring to only "asymptomatic" infections (est. 20% of total) or if this includes pre-symptomatic COVID-19 infected (who are previously believed to be shedding virus).  But this is a welcome development, for many reasons.  If only "symptomatic" are infectious:

- contact tracing is more effective
- quarantine measures are more limited
- self-diagnosis is easier

The video in this report is only accessible to members
Source: twitter.comOverall, it reduces the risks to an economy and population.  I have not been able to find the full report, so I do not have more information.  But for the US, the understanding of COVID-19 has improved greatly in the past few months:- the epicenter of COVID-19 is primarily in NY tri-state, nursing homes and Hispanics (vitamin D deficiency?)- re-opened states not seen a second wave, despite media reports otherwise (see below) as only Arkansas is reporting higher hospitalizations- no signs, yet, that >350 protests across the US is leading to a new wave of infections and...

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