Get thefreeapp!
Use the browser menubelowon the top rightand tap
Add to Home Screen1. we are past the beneficial flows around month-end re-balancing
2. sees potential for renewed funds outflows cross-asset
3. we are past peak market uncertainty but not past peak macro uncertainty
4. earnings seasons will be downbeat
5. US covid news will continue to get worse; coasts still 1-2 weeks to peak; rest of US >40 days left to peak
MS Sunday cross-asset conf call
