COVID-19 UPDATE: Pretty soon, the focus will be on "level" of cases not "change" in case trends.

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

STRATEGY: Markets not convinced economy regaining footing...This has been a very good week for US COVID-19 case data.  After all, trends this week cement that the trend is downwards for organic case growth.  But we also think that markets will start to shift their thinking about COVID-19 from "change in cases" to "level of cases."  That is, we will start to focus more on the question of "when is COVID-19 under contro...

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