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Morning Notes

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Morning Notes — Outlook

Morning Notes — Outlook

The Covid situation should continue to improve and extend the cyclical recovery.  Btw, Friday’s interim study results on MRK’s oral anti-viral treatment (5-day regimen) looks like a significant step in reducing the impact of Covid.

Morning Notes — Outlook

Morning Notes — Outlook

The S&P 500 (SPX) continues to work through a seasonably bearish month.  Visible risks, including a China slowdown, Washington issues and negative earnings preannouncements (bottleneck pressures), have lined up with technical sell signals at the end of August.