Tag Archives for " coronavirus "

Curiouser and curiouser!

Will Trump go ‘full Boris’ after his brush with the ‘China virus’ and follow the Democrats with more lock-downs, or will it harden his resolve to get America back to work? Hopefully it will be the latter, as the pace of employment growth is already slowing and Pelosi’s foot-dragging on the stimulus bill will only […]

Continue reading

When governments panic

The -713k contraction in US private sector employment in March was as dire as expected, but after the approx +6.4m increase in initial unemployment claims already reported in the two weeks up to the 28th March, this represents merely an hors d’oeuvre to what is coming down the pipe, With only limited effective testing (including […]

Continue reading

The shape of things to come?

This QuickTake by Bloomberg video drive-thru of Wuhan paints an eeerily post-apocalyptic image that might be straight out of Twelve Monkeys or The Omega Man. My first reaction was to avoid any stock that needs to bring people together (restaurants, cinemas, airlines, event organisers, hotels etc) as the public reaction to this coronavirus is clearly […]

Continue reading