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BLOOMBERG Whatd You Miss July 11, 2024

Caroline bloombergs economic model is seeing a doubledip downturn. There was much good news on the vaccine front, but joe, the euphoria has ended. Investors are trying to work out how they get through until spring when the vaccine is going to be more widespread. Joe weve had a powerful rally for the first couple days, but then you look at the action with the nasdaq surging and itrything else lagging, and does seem like the vaccine opposition is running head to head with reality, which is that right now the covid situation is bad. Hospitalizations, hitting a record. Ineurope, you see the surges germany, italy. At some point, it seems likely we are going to get a vaccine, but the current situation, not good. Romaine it is really the sustained trajectory of this latest wave that is most concerning. The one thing, if we are going to find some silver lining, his hospital seem to be more prepared this time around than where they were back in march and april. Joe absolutely. With more, tech r ....

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