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corona virus evolution thread

06 Feb 2020
28 Feb 2020
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22 Mar 2020 (adjusted bubble size)
27 Mar 2020

NY > France
US took over top spot.
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More from @MacroTechnicals see all

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𝘬𝘢𝘪
@MacroTechnicals
Global PMI March surveys

mini thread 1/n

• China PMI rebound doesn't mean real output V-shape recovery if one understands how PMI is being calculated

• no surprise, manufacturing is weak, but wait for services PMI next
2/n no question, manufacturing was meant to look dire given the near standstill and lockdown situation.

quick overview of the overall red board
3/n global M.PMI breadth update
Read 10 tweets
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𝘬𝘢𝘪
@MacroTechnicals
European Business & Consumer Confidence ESI Mar Surveys

quick mini chart thread

Manufacturing already in recession due to trade war, COVID-19 lockdown measurements clearly hit the Services + Retail sectors and as expected Consumer Confidence plunged,Employment survey crashing
Germany
France
Read 9 tweets
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𝘬𝘢𝘪
@MacroTechnicals
MT GLOBAL MARKETS Momentum & Sentiment Recap as of 27Mar20 wk13 thread 1/n

• huge global monetary +fiscal rescue packages signal “don’t worry about liquidity+funding”...but
• volatilities across assets peaked
• RiskOn week
• Shortest bear market ever?
• Chart of the month👇
2/n let’s recap this: with half the global economy in forced literal standstill, it forced the biggest monetary (ZIRP/NIRP/QE) and fiscal liquidity rescue package ever. The global leveraged debt bubble burst and COVID-19 triggered more, much more debt. bravo
3/n standstill forced companies to draw revolver credit lines. Acute cash flow problems exposed. Good news this week: primary corp debt market was relatively active, and so was secondary (even with wider bid-ask, but it is not frozen, which is important)
Read 38 tweets

Related threads

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Sneha Koshy
@SnehaMKoshy
#Thread - A glimpse of how #Kerala is fighting against Corona Virus -
1) 24x7 call-centre at state #CoronavirusOutbreak Control & Prevention Cell. Similar 24x7 call-centres across all 14 districts. Teams constitute of trained Junior Health Inspectors, doctors & others. @ndtv
2) #Kerala State Control Room - the war room - for all crucial information gathering/dissemination, multi-level co-ordination of all within the Health Department.This is replicated in all 14 districts - to streamline information flow/decision making. #CoronavirusOutbreak @ndtv
3) It's not easy for the 2000+ people in isolation in #Kerala. Dr Kiran, Nodal Officer,Mental Health & his team have called personally called 1500+ people since yesterday, reassuring them , giving them a contact number to call in case of anxiety, sleeplessness etc. #CoronaVirus
Read 6 tweets
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Ben oui
@evidemment_
#Thread (1)
La France, contrairement à l’Allemagne et à la plupart des autres pays, a toujours payé ses réparations de guerre jusqu’au dernier franc.
Après la chute de Napoléon 1er la France paya intégralement les indemnisations prévues par le traité de Paris de 1815. Soit 700millions de Francs Or versés aux puissances coalisées.Ce qui sera l'indemnité de guerre la plus élevée jamais payée par une nation, par rapport à son PIB
Après la défaite de 1871 la France payera encore un lourd tribut au nouvel empire allemand, unifié autour de la Prusse. Outre la perte de l’Alsace-Lorraine, elle paya 5,6 milliards de Francs Or, soit 15% de son PIB (l’équivalent de 350 milliards d’euros actuels).
Read 30 tweets
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Nervana Mahmoud
@Nervana_1
#Thread on AJ+ Holocaust denial that triggered wide outrage.
Denying or downplaying the #Holocaust is not new. It has been a recurring theme by AJ arabic since its establishment. 1/
AJ has continued to recycle myth that number of #Holocaust victims is debatable, deny extermination & has accused Zionist movement of benefiting from it.
AJ+, however, always claimed it is different, but n reality, it is run by the same leftists/Islamists who deny Holocaust 2/
What I find hilarious is how some top Israeli journalists have convinced themselves for years that appearing in AJ will help bringing peace and fight antisemitism.
What a naive thinking 3/
Read 13 tweets
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Inside The SPFL
@AgentScotland
#THREAD

Neil Lennon and the Celtic managerial position...
Seven League games
Seven League goals
Three 0-0 draws
Four wins
Two wins in injury time
One win in the 87th minute vs 10 man Rangers
One straight forward win (vs St Mirren)
Two Cup games, two very good wins but both times Lennon's Celtic have had to rely on an individual piece of brilliance in the form of 25 yard screamers from James Forrest to break the deadlock
Read 21 tweets

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