@TimDuy If it didn’t sound…
@TimDuy If it didn’t sound so cheery “swoosh” is a far better description …. And even that assumes return to trend. #AskReuters
@TimDuy If it didn’t sound so cheery “swoosh” is a far better description …. And even that assumes return to trend. #AskReuters
@Reuters A5: Myth = “The virus makes no distinctions.” It can be transmitted to anyone, but the health-related cons… https://t.co/iI9MAbOFnu
@Reuters A5: that it was going to be SARS 2.0 #AskReuters
@adam_tooze @AdamPosen @RobinBrooksIIF @IIF Yes, emerging markets could suffer immensely. Short term capital might flee. #AskReuters
It is a measure of the uniqueness of this shock that the @NewYorkFed had to create a new indicator system to track… https://t.co/IVWCvrITfL
A4: another key indicator as @AdamPosen stresses are capital flows to EM. Best data on this are coming from… https://t.co/InSIazgfqW
Q4: another indicator to watch is the scale of rating agency downgrades because of the cliff edge of BBB corporate… https://t.co/KPjdl2JxSU
@Reuters A4: deaths/hospital stress level Unemployment – real economic damage $ exchange rate – because of pressure… https://t.co/E1CNSbbLVL
A4: corona deaths – because the fix has to come from there Unemployment – real economic shock $ exchange rate – be… https://t.co/obJcNtOYof
@TimDuy What I worry about is the fiscal politics of this 18 months out. Do we get austerity 2.0. when thee recover… https://t.co/zI4JXi1xsi
@Reuters A3: Role of central banks is 1., as discussed under A1, to prevent a financial crisis and 2. To facilitate… https://t.co/2yxtr2VCWM
There is a horrible circularity here: the longer the shutdown lasts the more difficult and protracted the recovery… https://t.co/43Z8fGgfAN
@LizAnnSonders @Reuters Really Like SCREECHING HALT … and what do we call it when we recover from that? Rehab? We… https://t.co/1bsmkhXuRA
A2: agree with @ianbremmer on this. If we mean by depression something like the 1930s. That is very unlikely. That… https://t.co/25XpJOCaQ7
@Reuters A2: Too early to tell. Even in China. #AskReuters
@TimDuy @LizAnnSonders @Reuters @business And then it did a bunch of things it never did in 2008: corporate IG bond… https://t.co/wTqum6iseD
@Reuters Q1: it is not a financial crisis because the central banks are working like crazy to prevent it from becoming one.
It is only “not a financial crisis” @ianbremmer because the central banks and fiscal authorities are committing to… https://t.co/oz0oY1hAOI
@TimDuy @IranWonk Absolutely agree with @TimDuy so the upshot: US influence in financial system entrenched And at s… https://t.co/4P3CMdmgZT
@IranWonk Fed’s massive action certainly wrong foots any talk of a post-American world (Bildt) as I argue in this… https://t.co/qM5HCWvCl7
@IranWonk Hi @IranWonk My sense is that the Fed’s very prompt action in the face of the corona crisis will confirm… https://t.co/AjEItL8Bn4
This is a nightmare. Based on new GDP forecasts, we project that nearly TWENTY MILLION workers will be laid off or… https://t.co/o3CG7Qa4EB
Not only EU cohesion is being challenged by #COVID19. Many recent voices that #California is drifting apart from t… https://t.co/GIQ7GpmrdE
The action that we have been seeing from the Fed on global front is remarkable. As @gilliantett points out, it con… https://t.co/hZB9XGjWr9
OMG … California is a “modernizing nation-state” of 40 million by contrast with …? the other 287 m who live in the… https://t.co/tzzl0QpCGk
The first crisis of a post-American world claims @carlbildt I beg to differ. What we have to deal with, have been… https://t.co/BI5UzBrX5q
@piersmorgan @georgegalloway My partner's friend returned to China, she was quarantined in a hotel for 14days, had… https://t.co/ezyWySbEFH
Global $ finance no longer merely in itself but for itself … We are really seeing a quantum leap forward in the p… https://t.co/wc1qaCnNA4
Though the subject matter could not be more serious I enjoyed doing a long interview this morning with the excellen… https://t.co/3Ahckq2YNj
I’m going to be doing this Twitter chat on the global economy and corona today at 2pm ET with a bunch of great peop… https://t.co/EkElrOzAAC
Going to be a great opportunity to discuss corona and the global economy with @Udit_Eco @AdamPosen @ianbremmer and… https://t.co/mWeSKDkRVc
I’m going to be doing this Twitter chat on the global economy and corona today at 2pm ET. My first time on one of t…
“Barefoot migration” – Indian gov estimates that in response to lockdown 600,000 migrant workers trekked on foot fr… https://t.co/iRngJvy4g5
What happens when you impose a lockdown with no notice on an economy of 471m workers, of which 2/3 have no contract… https://t.co/UykgZGbxax
“The first great crisis of the post-American world”? The GREAT problem with @carlbildt superficially attractive the… https://t.co/yR3P2KgEsU
Analysts cannot rely on tactics used in the 1987 crisis, the post-9/11 markets slump or the 2008 crash to recover a… https://t.co/VULiTle2bS
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