U.S. Key Issues
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The closer we look at the data, the less concerned we are at the painfully slow decline in the number of new daily confirmed Covid-19 cases.... More by Ian Shepherdson
In one line: More testing = more cases; evidence of a second wave is scant.... More by Ian Shepherdson
We are hearing a great deal about the threat of a second wave of Covid-19 infections, caused either by the reopening of the economy, or the arrival of cooler weather in the fall, or both.... More by Ian Shepherdson
In one line: If the uptick in U.S. new cases is real, deaths will follow; don't bet on it.... More by Ian Shepherdson
The FOMC kept policy unchanged at April's meeting-- rates stayed at zero, and all the market valves are wide open, as needed--but policymakers spent considerable time pondering what might happen over the next few months, and how policy could evolve.... More by Ian Shepherdson
In one line: Better news from Florida, but daily new cases still rising in some states.... More by Ian Shepherdson
Fed Chair Powell broke no new ground in his Senate Testimony alongside--virtually--Treasury Secretary Mnuchin yesterday, maintaining the cautious tone of his recent public statements.... More by Ian Shepherdson
In one line: Disappointing U.S. data yesterday, but not disastrous; Florida's uptick is disconcerting.... More by Ian Shepherdson
Fed Chair Powell's comment on Sunday's "60 Minutes", that a recovery in the economy "may take a while... it could stretch through the end of next year" did not prevent a 3% jump in the S&P 500 yesterday.... More by Ian Shepherdson
In one line: The downward trend in U.S. cases continues, but at a slower pace.... More by Ian Shepherdson
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