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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.

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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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