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@patricksouth @Twitter @APompliano If two people always have the same opinion, one is unnecessary...
That said, I do agree w/ much of what Pomp said in his note about the extreme reaction in many sectors creating some values
Where we differ is on duration of the economic drawdown, the speed of the recovery... 1/
That said, I do agree w/ much of what Pomp said in his note about the extreme reaction in many sectors creating some values
Where we differ is on duration of the economic drawdown, the speed of the recovery... 1/
@patricksouth @Twitter @APompliano Shape of recovery & format of govt/private assistance.
Highly likely that overly harsh response to #COVID19 threat causes extreme economic pain far beyond expectations and pushes already perilous global economic situation over edge into deep Recession (likely even Depression) 2/
Highly likely that overly harsh response to #COVID19 threat causes extreme economic pain far beyond expectations and pushes already perilous global economic situation over edge into deep Recession (likely even Depression) 2/
@patricksouth @Twitter @APompliano There won’t be a V-shaped recovery and even a U is long shot as will be very challenging to restart global economic flywheel in a world bathed in Nationalism, Populism and Trade Wars rescuing benefits of Globalization.
Many of hardest hit sectors (Pomp calls Corona Infected) 3/
Many of hardest hit sectors (Pomp calls Corona Infected) 3/
