COTD: Size Of The COVID Lockdowns
COTD = Chart of the Day
Coronavirus
Uncertain Outlook For The Electronics Industry
Interesting piece in Forbes today about the cross-currents caused by the COVID crisis. Here are the money quotes: certain segments are experiencing a boom, especially technology companies the electronics segment has benefited from the outbreak because of a surge in buying by both consumers and businesses in electronics equipment uncertainty about the pandemic, the …
The Macroeconomy and COVID-19
By Gary Evans and Jon Custer Here’s some very good background from Centre for the Study of Financial Innovation. It helps in understanding how the economy may look on the other side. These are mainly British economists, including George Magnus, world class and who I worked with at UBS. A must listen and read, folks.