COVID-19 UPDATE: USA + 18 nations set to "pull away" from Rest of World by mid-year. 1Q2021 Earnings driving +900bp jump in projected 2021 EPS growth to +32% (vs +23% in Jan)

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STRATEGY:  USA + 18 nations set to "pull away" from Rest of World by mid-year. In the past week, incoming news in the US was overall positive.  COVID-19 cases are legging down, apparently due to higher vaccine penetration.  And the US economy is on track for a strong revival, and full opening by mid-2021.  Earnings season so...

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