Three (Dangerous) Non-Consensus Thoughts
The World economy will progressively struggle back to work over the next 3-6 months. The recovery is starting. Somethings will change, but many...
839 Views
Europe Covid 19 Update - More Positive Data - Focus on the Next Stage and EM
Most countries in Europe are tracking below our worst-case scenarios, suggesting more widespread testing. The data is conforming to our expected...
426 Views
Forecasting the Peak of Public Panic over Covid-19 in Europe - 10 Days from Now
In our most recent note, we introduced a simplified forecasting model for COVID-19 expectations. In this note we develop it further with explicit...
355 Views
European Covid 19 Update - Data Quality, Positive Signs and Market Implications
This is a crucial time for those countries that entered the lockdown phase in Europe earliest - Italy and Spain. If the virus modeling at Imperial...
348 Views
The Coming Capital Wars
Capital Wars have been accelerated by the coronavirus Global Liquidity has been compromised by the need to roll-over our huge debts World...
615 Views