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Christophe Barraud🛢 Profile picture
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12 Sep, 4 tweets, 3 min read
🇨🇳 Chinese mainland reports 46 new confirmed COVID-19 cases - CGTN
*20 cases in Fujian province, including 19 in Putian city, authorities said Sunday.
*Link: bit.ly/3tB5l4r ImageImage
🇨🇳 #China Sends Health Team to #Fujian Province After Covid Cases - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 #China | More local restrictions ⬇

🇨🇳 Chinese lockdown to contain new Delta variant Covid outbreak - Times
thetimes.co.uk/article/chines…

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More from @C_Barraud

Christophe Barraud🛢 Profile picture
12 Sep
🇩🇪 German Social Democrats’ Lead Over Merkel Bloc Widens to Record - Bloomberg
bloomberg.com/news/articles/…
🇩🇪 #Germany | According to Predictit, Olaf Scholz is the biggest favorite to become Chancellor.
*Link: bit.ly/3k0HEiK
🇩🇪 #Germany | An interesting summary of German elections fiscal manifestos from @nghrbi ⬇

Read 4 tweets
Christophe Barraud🛢 Profile picture
17 Feb
🌎 It's time to start a new tweetstorm to monitor global trade rebound, which should be larger than exp. in 2021.
*The drag from #Covid_19 restrictions in 🇺🇸 🇪🇺 will ease.
*Uncertainty linked to trade tensions ⬇.
*Leading sectors (semis and autos) already point to a sharp ⬆.
🇯🇵 #Japan | In January, the value of overseas shipments climbed 6.4% YoY (fastest since Oct. 2018), rising for a second month and picking up from December’s 2% pace. Image
🇯🇵 #Japan's exports, machine orders pick up as global demand recovers - Reuters
reuters.com/article/us-jap…
Read 7 tweets
Christophe Barraud🛢 Profile picture
8 Jul 20
🇺🇸 U.S. High Frequency Data Suggest That Economic Recovery Has Stalled Amid #Virus Resurgence
*Link: ⚠ bit.ly/2O9mnT4 ⚠ Image
🇺🇸 As Businesses Reopen, Many Americans Plan to Spend Less - Bloomberg
*More than 40% of adults say they’ll cut back on some of the very discretionary spending needed by struggling retailers.
*Link: bloom.bg/2AGmuCw Image
🇺🇸 Five Real-Time Charts Show Signs U.S. Economic #Recovery Is Faltering - Bloomberg
*Link: bloom.bg/3flL7nh ImageImage
Read 21 tweets
Christophe Barraud🛢 Profile picture
24 Apr 20
🌎 As I repeated (bit.ly/2Vzbui8; bit.ly/2Ks0P2g; bit.ly/3awqL7l; bit.ly/3eMEWsn), economists have been too optimistic about global GDP prospects. Image
🇺🇸 #SPX | Analysts have been also too optimistic concerning earnings expectations (bit.ly/3bAcAj1).

🇺🇸 #SPX | Since the beginning of March, the S&P 500 Index’s 12-month forward earnings per share estimate has slumped 19% and is bound to deteriorate further as business and economic activity have slowed amid the coronavirus outbreak - Bloomberg Image
Read 8 tweets
Christophe Barraud🛢 Profile picture
1 Apr 20
🌎 It's now time to create a new tweetstorm more focused on 2Q impact.

🇩🇪 #GERMANY TO EXTEND CORONAVIRUS RESTRICTIONS TO END-EASTER: NTV
🇩🇪 #GERMANY EXTENDS NATIONWIDE LOCKDOWN UNTIL APRIL 19 - BBG
Read 56 tweets
Christophe Barraud🛢 Profile picture
8 Mar 20
#OOTT | 🇸🇦🇷🇺🇺🇸🌎 The end of the diplomatic alliance between #Saudi Arabia and #Russia will have significant consequences:
➡ #Oil prices are likely to remain low longer than expected which would be positive for advanced economies mainly net importers such as Eurozone countries.

➡ Meanwhile, #oil exporting countries will be forced to cut public spending in order to balance budgets.
➡ Latest indications suggest that #Saudi is now ready to cut prices dramatically and fight both #Russia and U.S. exporters in terms of market share, which implies that U.S. exports should decline soon.

Read 35 tweets

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