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And the surge in new cases is not simply a result of more testing. The percent of administered tests returning positive is also increasing.

As U.S. daily caseloads of Covid-19 reach new highs, might the libertarian leanings of much of the U.S. populace be a structural impediment in this crisis vis-à-vis other developed countries?

Amid rising Covid-19 caseloads in certain U.S. states, Apple has opted to close some of its stores. Nationwide, up-trends are also emerging. Might this be a gut check for markets seemingly anticipating a year-end return to normal?

We may be at one of the more critical junctures in caseload data since the coronavirus crisis began.

... and, with it, portfolio adjustments bringing client equity exposure back near neutral. While extreme vigilance remains warranted, one cannot dismiss the possible implications of this morning's U.S. (and Canadian) Employment Report(s)

As written two weeks ago, this is sure to be a recurring theme moving into the November elections. Meanwhile, Coronavirus new cases continue to grow in the developing world, while largely trending sideways in the U.S.

Will new case counts materially increase? Regardless of the answer, how will consumers re-engage in the newly opened jurisdictions? Also of significance this week are building tensions with China.

To the surprise of no one, economic data continues to be horrible owing to the Covid19 shutdown. Expect the Trump administration to begin aggressively shifting focus back to China. Economic sabre-rattling between the two nations intensified today.

Quoting the famed expression from former Fed Chairman Alan Greenspan seems appropriate. How else to "rationalize" the current market? I present 6 credible possibilities which could derail this optimistic mindset.