• Shawn Richards

Mixed Messages

The sell-off was technical and has not been enough to slow markets as the S&P 500 is more nearly 48 percent since its low on March 23rd. However, market consolidation of the market is troubling and is skewing asset prices across and broader risk indices.


If anything, market performance post-COVID is driven by central bank intervention rather than a robust recovery. While the outcome of the U.S. election unlikely to alter the Fed’s approach, it has the potential to affect sentiment.


THE 375 PARK COVID MODEL CURRENTLY FORECASTS >8.4MN CASES AND A cCFR of 2.8% IN THE U.S. BY THE END OF OCTOBER.


Cover Photo: Nielson Caetano-Salmeron


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