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26, Apr 2020
COTD: Size Of The COVID Lockdowns

COTD = Chart of the Day

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22, Apr 2020
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…

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21, Apr 2020
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,…

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14, Apr 2020
How Coronavirus Broke the Global Economy – Bloomberg

Bloomberg’s Stephanie Flanders speaks to U.S. economist Adam Posen and asks how governments and economists have measured up to the challenge of the coronavirus. Like this video? Subscribe to Bloomberg on YouTube: http://www.youtube.com/Bloomberg?sub_…

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13, Apr 2020
COTD: How The Crisis Has Changed Consumer Spending

COTD = Chart of the Day   “This is the sharpest decline in consumer spending that we have ever seen,” said Luke Tilley, chief economist at Wilmington Trust. All of the charts in this article are based on a New York Times analysis of data from Earnest Research, which tracks…