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COVID Cases Stable, VIX and Credit Suggest Epicenter Upside

COVID-19 trends have been fairly stable in the past few weeks (vs the sharper declines in cases seen earlier in the year), but as we wrote about in recent weeks, daily cases is not necessarily the important benchmark. Vaccinations are increasing and averaged 3.0 million this week. Many states are moving forward with re-openings. As we noted earlier this week, it was a milestone to see CA, one of the most conservative states with regard to re-opening, announce a full re-opening by June 15th. Given CA is a good barometer for the strictest states, it seems that essentially the entire US will be open by the Summer.

COVID Cases Stable, VIX and Credit Suggest Epicenter Upside
Source: FSInsight and State Health Departments
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