COVID-19 UPDATE: Europe COVID-19 daily cases collectively 3X US, improving standing of US handling of COVID-19. Hawaii opens borders.

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

STRATEGY: Stimulus still a big deal, and the market wants visibility more than anythingEquity markets sold off hard Monday with a pretty intensive downside as VIX rose to 29.  Several factors could explain this, but this weakness is a reminder that equities generally prefer visibility.  And uncertainty around the fiscal stimulus, coupled with the potential for a contested election, are headwinds for equities.  We...

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