The evolution of the contagion curve, macro data, and the US elections, are still the main themes guiding, economy, although the overall cycle does not seem to be in question. More in detail, the markets are less concerned with Covid-19, as the authorities do not seem inclined to take drastic measures. In the voting intention polls, Biden remains ahead of Trump in the race for the US presidency, although Trump could make a comeback.
Audio recorded on 12.10.2020