ECONOMY coronavirus
It’s not the coronavirus but our fear-driven response to it which will have devastating long-term consequences.
MACRO china coronavirus
Could the counterintuitive effect of coronavirus be to spark a period of sustained outperformance by Chinese assets?
MACRO coronavirus
The novel coronavirus will weigh disproportionately on Thailand’s economy.
What we know about the coronavirus will inflect positively and support a continuation of the risk rally.
The cumulative loss to global GDP from the pandemic could be around $9 trillion.
ECONOMY CORONAVIRUS
A tiny number of counties account for most of US GDP and the large number of Covid-19 cases.
MACRO STOCKS FED coronavirus
The insight from financial history is that we’ve endured the “displacement” and are only now entering the “boom.” The “mania” phase lies well ahead.
