Tuesday, December 15, 2020

15/12/20: A day of reckoning is due on debt, and when it comes the young will suffer most

›
  My article on coming debt crisis and its impact on the younger generations (hint; it ain't Covid19 alone) is now available at The Curr...

15/12/20: Of herd immunity and vaccine coverage

›
Even with two vaccines now in the Emergency Authorization, we are many months away from reaching herd immunity levels, and worse, it is not ...

15/12/20: Impact of Covid19 on families & labor

›
  Some interesting research on the less tangible differential impacts of Covid19 pandemic via McKinsey: families with children and families ...
Saturday, December 12, 2020

12/12/20: Hungary's risk improvement in peril

›
 My comment for Euromoney on changes in sovereign risk profile for Hungary:  https://www.euromoneycountryrisk.com/article/b1pjjpq2xr2bfy/hun...
Thursday, December 10, 2020

10/12/20: U.S. Labor Markets Update: America's Scariest Charts

›
Continued unemployment claims are running below the 2008 GFC peak for the third week in a row, but adjusting to pre-Covid19 cycle unemployme...
Saturday, December 5, 2020

4/12/20: COVID19 Update: U.S. vs EU27

›
EU27 vs U.S. comparatives for COVID19 pandemic to-date: The U.S. retains higher death rate per 1 million population (844.6), than the EU27 (...

4/12/20: COVID19 Update: Countries with > 100,000 cases

›
As of today, 67 countries around thee world have registered > 100,000 cases of COVID19. Here are the summary tables of core statistics co...

4/12/20: COVID19 Update: Worldwide Cases and Deaths

›
 Updating data for COVID19 pandemic worldwide: Global number of daily new cases was on an upward trend through July 2020. In August, new dai...
Thursday, December 3, 2020

3/12/20: Ireland PMIs: November

›
  Ireland PMIs are out for November and they show the impact of the re-amplification of COVID19 impacts on the economy. Services PMI fell fr...
Sunday, November 29, 2020

29/11/20: Bubblishiousness

›
  Illustrating FOMO and Bubblishiousness vs Reality: Tesla Source:  https://twitter.com/michaeljburry/status/1333110859329990661?s=20 Ya kid...
Thursday, November 19, 2020

19/11/20: COVID19 Update: Nordics & Sweden

›
 Updating comparatives for Nordic countries: New cases are blowing up in Sweden and are now on the declining trend in the rest of the Nordic...

18/11/20: COVID19 Update: Russia

›
 Updating pandemic data for Russia: some summary stats first The above stats clearly show that Russian pandemic is in  full-blown second wav...