The 'Y' Shaped Recovery

Supply side stimulus, economic momentum, earnings surprise and Fed strategy

Look for me bright and early Monday morning 6:30 EST on CNBC’s Squawk Box program

Against the backdrop of a pandemic resurgence scare we previewed last week, we had a week of positive earnings and economic data surprises. The June NFIB Small Business Survey, July Empire State and Philly Fed manufacturing as well as the NAHB housing market surveys, June i…

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