Not much came out over the weekend to change the macro picture – it is mixed just like the markets. President Trump’s Fox News interview didn’t do much to change the Biden lead in the polls, the increase in Covid-19 cases remains an economic concern as the global economy tries to reopen, the European Union came to an 11th hour stimulus agreement, we are rapidly approaching the fiscal cliff of when the initial Covid-19 relief aid runs out, and roughly 20% of the S&P 500 (SPX) report EPS this week.
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