The following table is from the International Monetary Fund’s (IMF) recently released World Economic Outlook (WEO).
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_…
The U.S. stock market was an accident waiting to happen as valuations were historically excessive before the coronavirus struck. Moreover, markets are very distorted due to all the government intervention and the Federal Reserve’s extraordinary monetary policy since the Great Financial Crisis (GFC). The traditional economic signals extracted from the financial markets are no longer … More Waiting For The Rebound, Rationality Shall Prevail
Using YoY percentages to gauge economic activity, the Feb 26 median of intracity travel among China's 50 largest cities was down 33% from 2019, and down 43% from 2020 pre-LNY. pic.twitter.com/A9T7ZdOA3i — Exante Data (@ExanteData) February 27, 2020 Alternative data is increasingly being used as a way to get an edge on financial and commodity … More Tracking China’s Recovery With Alternative Data
The IPC is reporting that electronic manufacturers could face up to five-week delays in product shipments due to the supply chain shock caused by the coronavirus. Shipping delays from China and other countries are already having a negative impact. The IPC said 65% of manufacturers report their suppliers expect an average of a three-week delay. … More Electronics Manufacturers Face Delays In Product Shipments
We are posting the full editorial posted by the Taipei Times this morning. Here are the money quotes: Taiwanese electronics manufacturing service providers, such as Hon Hai Precision Industry Co and Pegatron Corp, expect to suffer from supply chain disruptions, as more than 80 percent of their output comes from China. …unprecedented supply chain disruptions … More Taiwan Sees Upside In Coronavirus Supply Chain Disruption
Chris Martenson is good and was one of the first out with a correct forecast on the coronavirus. Take the 25 minutes to get more informed. “Japan is going to the place where it is going to blow up next.” Exponential Growth Outside Of China
February 18, 2020 By Walt Custer SEMI Data through December showed a steady recovery in the global electronics supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating accelerating growth in world manufacturing activity (Chart 2). But in late … More SEMI Equip Growth Continued Through Year-End, Coronavirus Looms