COVID-19 UPDATE: Phew. Daily cases flat/down last 2 days. Policymakers are not panicking about wave 3, because there is nothing to panic about yet

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

STRATEGY: Stimulus is singular focus next 48 hours.  HY Defaults peaked? = Risk-onAs we start a new trading week, I would view weekend developments as mostly positive both on COVID-19 and on fiscal stimulus.  COVID-19 daily cases seem to have broken trend over the past two days, being flat/down compared to the intensifying gains seen in the prior 10 days.  So, is this a merely statistical aberration (WI did not r...

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