Economies are poised to crawl out from underneath the COVID rock. Across Europe and the States it's not quite an economic spring, but there is a sense something more positive is underway. The UK gets a big announcement next Sunday detailing re-opening rules, new social distancing recommendations, and return-to-work advice. It won't be business as usual – but it will be businesses.

There have been mistakes around the globe in how the coronavirus was handled. It has not been The End of The World the models predicted. Harry Hindsight is the best trader I ever knew… we didn't know then what we know now.