With COVID surging in the US and across the northern hemisphere, we discuss economic impacts that are already starting to appear in survey data. We also review the week that was in global equity markets, the weakening US dollar, rising interest rates, the extremely strong housing market, and of course earnings. It was a very busy week in the US and Europe this week, featuring reports from a wide range of important companies. We give a full recap, including a breakdown of how COVID-sensitive names have reported before previewing the pre-Halloween economic and earnings slate in this week’s Bespoke Report.
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