the unemployment numbers are still bad – more than 700,000 claims every week … although slowly reducing
no sign of stimulus
vaccines just coming up with numbers that they work – but the biggest challenge is the distribution , the cold weather and the high number of new cases everyday
are we too jubilant already ?
businesses are already closing for another lockdown in europe and maybe usa will follow …
we think there is a room for a correction .. which no one will see coming .. because no one is talking about it .. yet
that is why it is always unexpected
if the stimulus does not happen soon in the usa congress , we are in for a bigger fall in the consumption and then the stock market
mark our words , you heard it here first !!