March 9, 2021: US GDP expected to surge earlier than expected; fastest expansion since 1984. Link here.
December 23, 2020: It will only get better under Biden: US 2020 exports to China through November, 2020, 26% higher than in 2019.
December 19, 2020: in the short term the big investment story going forward will be the push and pull of the "re-opening" trade vs the "lock-down-for-longer" trade. However, by the end of 2021, Chinese flu will be behind us and, all things being equal, the global economy will take off.
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