The K-Shaped Economic Recovery

Sadly, One Letter Perfectly Captures the Recovery

https://www.bloomberg.com/opinion/articles/2020-09-02/the-k-shaped-recovery-is-real-and-it-perfectly-captures-the-economy

How’s the Coronavirus Economy? Great or Awful, Depending on Whom You Ask

https://www.wsj.com/articles/hows-the-coronavirus-economy-great-or-awful-depending-on-whom-you-ask-11599039003 

Economic Consequences:
Our Weird Pandemic Spending Ways Could Change Soon
https://www.bloomberg.com/opinion/articles/2020-08-31/consumer-spending-will-shift-abruptly-when-the-pandemic-ends

The recession is over for the rich, but the working class is far from recovered

https://www.washingtonpost.com/business/2020/08/13/recession-is-over-rich-working-class-is-far-recovered/

As permanent economic damage piles up, the Covid Crisis is looking more like the Great Recession

https://www.washingtonpost.com/business/2020/08/25/permanent-economic-damage-piles-up-covid-crisis-is-looking-more-like-great-recession/

Commuting Patterns During COVID-19 Endure; Minorities Less Likely to Work from Home
https://www.dallasfed.org/research/economics/2020/0901

The Illusion of Wage Growth
https://www.frbsf.org/economic-research/publications/economic-letter/2020/august/illusion-of-wage-growth/el2020-26.pdf

Does Portfolio Diversification Still Make Sense?

Money Managers Are Punished by a Runaway S&P 500

https://www.bloomberg.com/opinion/articles/2020-09-01/money-managers-are-punished-by-a-runaway-s-p-500

Tech Valuation:

China’s Export Machine – Still Dominant

Trump’s Tariffs? Coronavirus? China’s Exports Are Surging Anyway

https://www.nytimes.com/2020/08/31/business/trumps-tariffs-coronavirus-china-exports.html

Japan, India and Australia aim to steer supply chains around China

https://asia.nikkei.com/Economy/Trade/Japan-India-and-Australia-aim-to-steer-supply-chains-around-China 

Pandemic’s Impact on Household Behavior

Bigger hauls, fewer choices: How the pandemic has changed our grocery shopping habits forever

https://www.washingtonpost.com/business/2020/09/01/grocery-shopping-coronavirus-impact/

People desperate for more space fuel a pandemic real estate boom

https://www.washingtonpost.com/local/pandemic-real-estate-boom-dc-md-va/2020/08/31/83cd0902-e7ca-11ea-97e0-94d2e46e759b_story.html 

Health Care Systems – International Comparison

WHAT DOES HEALTH CARE COST AROUND THE WORLD?

https://www.pbs.org/newshour/features/health-cost-quiz/

COVID-19 has eroded confidence in the U.S. health care system

https://www.pbs.org/newshour/health/covid-19-has-eroded-confidence-in-the-u-s-health-care-system

How Canada got universal health care and what the U.S. could learn

https://www.pbs.org/newshour/health/how-canada-got-universal-health-care-and-what-the-u-s-could-learn

Tough Road Ahead for Small Businesses

Small-Business Failures Loom as Federal Aid Dries Up

https://www.nytimes.com/2020/09/01/business/economy/small-businesses-coronavirus.html

“Many owners face tough choices after a federal loan program and other government moves to bolster the economy have run their course”. 

Was India's Strict Lockdown a Failure?

India Paid the Price of Lockdown for Little Reward

https://www.bloomberg.com/opinion/articles/2020-09-01/india-gdp-lockdown-led-to-huge-contraction-as-covid-19-spreads