Succinct Summary: Demand continues to bounce back but there are signs that a second wave of Covid may be bubbling up. Editor's Request: This weekly newsletter is made possible by donations from our readers. If you like what you are reading, click here to donate (Our suggested donation: $10 per month). Help us keep The Transcript going.
Succinct Summary: The story has been the same for most of this year. Consumer spending and sentiment remains strong while business investment and sentiment stay weak. There may be signs of an industrial uptick in China though.