1) Lower rates are powerful. Lower oil is a positive for most consumers. There will be more stimulus. Fear indices approaching 2008 levels.
Weather is getting warmer every day. Seems likely that this slows the Coronavirus down. Going to hear more words like "remdesivir."
Weather is getting warmer every day. Seems likely that this slows the Coronavirus down. Going to hear more words like "remdesivir."
2) CDC response will improve. Remdesivir aside, there will likely be a vaccine at some point i.e. Moderna.
No real impact to businesses outside of travel yet.
Political risk in the United States significantly lower than a just a week ago. Leverage much lower than in 2008.
No real impact to businesses outside of travel yet.
Political risk in the United States significantly lower than a just a week ago. Leverage much lower than in 2008.
3) Initial unemployment claims are the most important high frequency indicator to watch.
March Madness might be played without fans and this would damage consumer confidence, but a lot of damage has been done.
The world rarely ends.
March Madness might be played without fans and this would damage consumer confidence, but a lot of damage has been done.
The world rarely ends.
