Tuesday, November 3, 2020

3/11/20: COVID19 Update: Countries with > 100,000 cases

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 Updating tables for countries with > 100,000 cases, data through November 3 ECDC reporting: Both, the U.S. and the EU27 are currently in...

3/11/20: COVID19 Update: Worldwide Cases and Deaths

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 The pandemic is once again re-accelerating worldwide:  Increasing death counts above the relatively stable trend/average of the prior three...

3/11/20: Monte dei Paschi is Eying Another Capital Raise?

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Remember them?  One of Europe's largest banks? Check. The oldest bank in the world with continued trading since 1472? Check. The first b...

2/11/20: U.S. Public Health Systems Are Going to Continue Failing After the COVID19

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Pre-conditions: amidst ageing population and declining life expectancy, both political parties' platforms effectively represent extensio...

2/11/2020: Technological Deepening and De-globalization post-COVID

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Interesting insights from McKinsey on changes in technology adoption in response to COVID19 pandemic: In the ed, I marked two types of techn...
Saturday, October 31, 2020

31/10/20: Gold Coins Market is Still Hedging Residual Covid Risk

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Sales of the U.S. Mint gold coins have moderated off their pandemic highs, but remain elevated by historical standards, especially controlli...
Tuesday, October 27, 2020

27/10/20: COVID19 Update: U.S. vs EU27

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 Quick update to the U.S. vs EU27 charts for COVID19 pandemic: Key stats: The U.S. has a vastly higher death rate per 1 million population t...

27/10/20: Identity & Risk: My Keynote Talk

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My recent keynote address to the pTools Virtual Conference 2020: Identity & Risk: Financial Services in a Time of Transformation & U...

27/10/20: COVID19 Update: Russia

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 Russia is now in a full-blown second wave of the pandemic with rapidly accelerating daily deaths counts: Authorities are imposing more seve...
Monday, October 26, 2020

26/10/20: ifo Institute: German Economic Conditions Deteriorated in October

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ifo Institute's latest Business Climate survey data for Germany is pointing to continued weakness in the recovery momentum: Notably, all...

25/10/20: COVID19: U.S. Excess Deaths are 130,000 at a lower end of estimates

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I have been running EU vs U.S. comparatives for COVID19 pandemic dynamics for some time now, and as those reading this blog would know,  som...
Saturday, October 24, 2020

24/10/20: America's Scariest Charts: Duration of Unemployment & Employment Index

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Two previous posts covered some core labor markets data for the U.S.: Non-farm payrolls through September 2020:  https://trueeconomics.blogs...