As markets focus on the pandemic, coordinated monetary and fiscal policy, the dynamics of health and economic policies, and elections, changing demand for goods andservicesiscreatingsignificant performance differences across economies, markets, sectors, and companies. While many anticipate slowing growth, we see strong growth in payrolls and pending home sales with the distinct possibility of a V-recovery. We’re not loading up, but divergent views and disagreement make markets, and there is much disagreement.