Beginning of the End of Covid-19

The approval and gradual distribution of Covid-19 vaccines will be a major obsession in early and mid 2021. Will the vaccines work as advertised? Will they be rapidly distributed around the country and around the world?

There will be inevitable hiccups. But as better weather returns to the U.S., normalcy could begin to gradually return. At the same time, markets will be watching for Congress to pass additional stimulus to provide a lifeline for small businesses and consumers until vaccines really start to slow the spread of the virus.

How quickly the pandemic fades will have enormous macro economic impacts, and these will hit every single investment sector. Some will be more obvious than others, so they each merits their own discussion.