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2020 Mid-Year Outlook: Moving at Warp Speed

There is nothing normal about the nature of this cycle. We have never seen a health crisis morph into an economic crisis by virtue of a government-mandated full-stop shutdown. The S&P 500ยฎ index dropped 34% from February 19th to March 23rd โ€“ and then rebounded almost as swiftly. In keeping with the high-speed nature of [โ€ฆ]