Covid-19/Economic Impact/Viral Lessons/US-China/Chips

Deutsche Bank - When Will This Old Nag Be Put Down?

Japanese Banks – The SoftBank Credit Market Death Star

Gravity Works As WeWork Doesn't; Now Plan B

Silver Point

Thomas J. Monaco

Independent Insight Provider

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Thematic (Sector/Industry)

United states Financials / Thematic (Sector/Industry)

<ul>
<li>Massive central bank liquidity and fiscal stimulus came rushing in to stabilize the global economy in 2019, and should continue in 2020. However, asset bubbles continue to grow. </li>
<li>Higher share market prices have offset the impact of increasing unemployment claims and the decline in housing permits in the U.S.  </li>
<li>A European economic rebound appears extremely unlikely with the risk of recession being very high. As China currently is in lock down over the Wuhan corona virus, the Europe's economy would appear to be on a knife's edge given the impact this is having on exports. </li>
</ul>


Massive central bank liquidity and fiscal stimulus came rushing in to stabilize the global economy in 2019, and should continue in 2020. However, asset bubbles continue to grow. 
Higher share market prices have offset the impact of increasing unemployment claims and the decline in housing permits in the U.S.  
A European economic rebound appears extremely unlikely with the risk of recession being very high. As China currently is in lock down over the Wuhan corona virus, the Europe's economy would appear to be on a knife's edge given the impact this is having on exports. 


Global Stall Speed Growth Confirmed