By Gary Evans and Jon Custer Nice graphic from Morgan Stanley about a potential timeline of the first-order effect of the coronavirus crisis. It’s all guessing and conjecture like anything in life and business but provides a basis for planning. It also fits with our view that the economy begins to recover during mid- to … More COVID Crisis Recovery Timeline
China’s budding economic recovery provides not only provides some relief to global manufacturing but also insight and guidance into a timeframe when the rest of the world’s economy will restart. Real-time indicators show that China is re-starting its industrial complex…Clearly, the re-start is at an early stage, but things are gradually improving. — Sanford C. … More China Restarts Economy
The U.S. COVID-19 curve is going vertical as the virus spreads and new cases are finally being counted as testing is ramped up. Though political pressure is building to “open the economy,” we believe the economy will not begin to improve until serval weeks after the rate of change of these curves turns negative. Italy … More When Will The Economy Begin To Recover?