We See Multiple Reasons For A September Rally, But The Key Is “Bad News Is Good News”

Probably better to expect an "expiration date" for many of the COVID-19 extraordinary measures
In our conversations with clients this week, one of the questions that has come up is how many of the pandemic-driven changes wrought in our World are permanent or only extraordinary. Among the key questions:

- work from home
- COVID-19 prevalence
- education
- vaccinations
- government support
- Fed and central banks
- etc

It is an obvious and long list.  This is not the world's first pandem...

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