Looking forward on coronavirus, the economy and markets

This weekend was a good one, with nothing too exciting roiling markets. So, rather than focussing on the near term, let me get out my crystal ball today and tell you what I see coming down the line. I'll break it up into discrete bits below.

Backside coronavirus response

I am sticking with my view that we will see a (premature) lifting of lockdown because…

This post is for paid subscribers