European Covid 19 Update - Data Quality, Positive Signs and Market Implications
This is a crucial time for those countries that entered the lockdown phase in Europe earliest - Italy and Spain. If the virus modeling at Imperial...
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The Coming Capital Wars
Capital Wars have been accelerated by the coronavirus Global Liquidity has been compromised by the need to roll-over our huge debts World...
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Update on European Covid 19 Numbers - Cautiously Positive
We update our charts for the latest European Covid-19 data. A positive trend in case numbers is emerging despite our concerns about the impact of...
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The Data Problem at the Heart of Covid 19 but Adjusted Data Gives Some Hope
We review the latest European CDC data to shine a light on the data issues at the heart of Covid-19 and to highlight key factors for investors to...
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A Huge Policy Error in the European Response to Covid-19 - How to Fix It Before Depression Strikes
We have reviewed the influential Imperial College report on the transmission of Covid-19 and the policy response in Europe that has followed on...
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