There are two columns that frame the Open-up vs Stay quarantined debate basically in my Front vs Back row framework… https://t.co/dipeqEuj3f
There are two columns that frame the Open-up vs Stay quarantined debate basically in my Front vs Back row framework… https://t.co/dipeqEuj3f
Declining concern amongst Americans about availability of hospital care is surely crucial for resumption of somethi… https://t.co/J50PslgvYd
According to serious @SIPRIorg estimates China’s military budget as % of GDP matches that of …. drumroll …. France… https://t.co/lMgqzJebDk
🇩🇪 and 🇫🇷 go bold: 500 billion for additional EU spending, borrowed in the markets. No loans. No wizardry. This is… https://t.co/QjorCFRKfj
Since 2013 foreign investors have not been big net buyers of US Treasury debt. As @Brad_Setser has repeatedly point… https://t.co/W1HX6A76Fh
If you bought the April dip in the June crude oil contract, you are sitting on a huge profit. Swing from $10 to $30… https://t.co/Jd9Ub7DYrB
Singapore’s exports have remained remarkably resilient in the face of the COVID-19 implosion. @SoberLook https://t.co/Valwn8DkPR
“The US-China relationship is probably the most interconnected relationship on the planet, in terms of investment a… https://t.co/Ynqp6FfC3Y
Anti-China is the common denominator of both the Trump and the Biden campaigns. Both pain their opponent as a spine… https://t.co/xDgnHZ3cvB
JC Penney is paying bonuses of c. $10m to top managers including $4.5m to "retain and motivate” CEO Jill Soltau whi… https://t.co/rFdIqvhthJ
Cruise line Royal Caribbean under huge financial pressure: 5.25% unsecured bond the company sold in 2012 now yields… https://t.co/qqZ3mXdrIi
A huge restructuring of American commercial and suburban space is in the works! https://t.co/9BIG2Esf5a
“When markets find it difficult to price the risk, they just don’t price it at all.” If COVID-19 Is the first econo… https://t.co/mjm7K90y9o
Some global brands are paying clothing contractors & their workers for orders completed/in production. Some incl… https://t.co/9TrprZIvVC
Real estate has been one of THE great drivers of the Canadian economy in recent years. In April, home sales collaps… https://t.co/elglrWkOLL
The talk at "virtual Special Operations Forces Industry Conference” is of "sensitive site exploitation opportunitie… https://t.co/Vi8GkI9vMG
“If this isn’t the retail apocalypse I don’t know what would be” UBS now predicting 2% store closures across US, ev… https://t.co/g38b6QM3NN
Just over 40 percent of all newsroom jobs in the US eliminated in 2020. Sit with that statistic for a minute. https://t.co/KfOAkoemCj
You build it, they will come: All told 3/4 small businesses in the US have applied for Paycheck Protection Program… https://t.co/QpIWZd21tT
Whereas consumers in the US are experiencing shortages and price hikes -> predict 3% inflation a year out, financia… https://t.co/8yFddDM6eE
The retail sales report in the US suggests a disastrous fall in personal consumption which amounts to 70% of GDP.… https://t.co/9ma90Yb1BA
7.5 million additional people on "Kurzarbeit" (basically furlough) in April, on top of 2.6 million in March. That's… https://t.co/D3ck7V2wjD
This was a really stimulating conversation with @ianbremmer https://t.co/9XpwN1HQEu
The long walk home: the routes marched by Indian migrant workers after the sudden shut down on 25 March. H/t… https://t.co/OMr3oh9CGW
This table describes the dramatic impact of COVID-19 crisis on regular surgical load across global medical system.… https://t.co/LahiJh3BlX
Over 12 week period of peak disruption c. 28.4 million planned surgeries could be cancelled or postponed worldwide… https://t.co/PgmTOfjkRs
US clothing retailers in the entire month of April eked out a level of sales that a year ago they accomplished in j… https://t.co/ffYkoAThJ0
The COVID-19 shock to American consumption is dramatic. But in furniture (-66.5%), electronics, appliances (-64.8)… https://t.co/X2KGQ0fnwb
The long walk home: the routes marched by Indian migrant workers after the sudden shut down on 25 March. H/t… https://t.co/jli0zPLp8r
Over 12 week period of peak disruption c. 28.4 million planned surgeries could be cancelled or postponed worldwide… https://t.co/SXYl8y8gcm
The shock to the global medical system from COVID-19 Is captured in these data for cancelled operations. They also… https://t.co/JE0fOzBw2L
@adam_tooze @Pat_Lane @TheEconomist Great example, why @TheEconomist is must read: From early January till late Feb… https://t.co/yjbYiw4OgJ
The garment industry is one through which affluent consumers are directly tied to workforce of 40 m factory workers… https://t.co/mYeNm6D3yV
"If austerity was the hammer then anti-inflationary central banking was the anvil."👌Naturally, the topic is hotly d… https://t.co/2eH5Gc7FFs
Swedish Central Bank in Feud With Parliament hires BlackRock to advise it on corporate bond purchases (on the Fed m… https://t.co/dfXjVQKDmx
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