By Bilal Hafeez 16-04-2020

COVID-19 Fog Of War: 3 Knowns, 3 Unknowns

(3 min read)
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US equities capture the mood of investors well. We saw equities collapse 35% over four weeks from late February, then a 25% rally from late March until now. If the collapse reflected the shock of COVID unknowns, then the rally reflects unknowns becoming knowns. The three critical new knowns are:

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