Bitcoin on point basis is currently up close to $1000

Fed's Clarida weighing in on digital currency's says:

  • central bank digital currency under active Fed study
  • Fed not focused on getting their 1st on digital FX

On banks:

  • banks past real-world stress test with flying colors
  • recent vaccine news has been very good
  • I have more conviction in my 2021 baseline Outlook
  • there is enormous pent-up saving
  • it is very good to have 2 vaccine candidates with strong efficacy
  • elevated savings plus vaccine offers very very attractive upside