Episode 99
The Investment Implications of a Rolling-Wave Pandemic
Notes on the Week Ahead · J.P. Morgan Asset & Wealth Management
June 29, 20208m 45s
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Show Notes
In the week ahead, as has been the case for most of the year, markets will likely take their cues from medical rather than economic data. The key question is whether America will see a second wave in the Covid-19 pandemic. The answer to that question has, of course, profound human and social consequences. However, it also has implications for the economy, for fiscal and monetary policy, and, ultimately, for investment strategy.