Daily Archives: August 18, 2020

Europe

#Europe Clamps Down on NightLife to Regain Grip on Pandemic – Bloomberghttps://t.co/X2Cvm1oumv

— Christophe Barraud (@C_Barraud) August 18, 2020

 

Germany

#Germany Records Most New Coronavirus Cases in Almost Four Months – Bloomberg pic.twitter.com/6JEIHsyyfv

— Christophe Barraud (@C_Barraud) August 18, 2020

#Germany's confirmed coronavirus cases rise by 1,390 to 225,404 – RKI – Reuters
*Link: https://t.co/LtYsWDFDpO
*RKI: https://t.co/LoHFnnUCU0 pic.twitter.com/MhEAQxyPwm

— Christophe Barraud (@C_Barraud) August 18, 2020

 

Spain

#Spain reports 1,833 new #coronavirus infections, below last week’s record highs – Reuters
*Daily infection statistics tend to dip on Monday due to fewer diagnoses taking place on Sunday.https://t.co/mNWbxzFBo4

— Christophe Barraud (@C_Barraud) August 17, 2020

 

France

#FRANCE REPORTS 493 NEW CORONAVIRUS CASES IN PAST 24 HOURS (v 3015 yesterday)
*Positivity Rate: 2.9% (v 2.8% yesterday).
*Santé Publique France: https://t.co/bZLT3Rguuz pic.twitter.com/KuvgPBaXM9

— Christophe Barraud (@C_Barraud) August 17, 2020

Taux de positivité (aujourd’hui) / Taux de positivité (aujourd’hui – 10 jours) #France#COVID19 #Coronavirus pic.twitter.com/ekQNy54zWb

— oli3be (@oli3be) August 17, 2020

Les cas de #Covid19 continuent de se propager des jeunes vers les anciens. Les admissions a l’hôpital risquent d’augmenter sensiblement dans les prochaines semaines si les comportements n’évoluent pas. pic.twitter.com/P22k1rH2hm

— GRZ (@GuillaumeRozier) August 17, 2020

En cas de circulation très active du virus, des établissements scolaires pourraient être fermés sur une zone géographique limitée #Covid #Coronavirus #Société #Santé
https://t.co/xr8XQ9nIpw

— La Provence (@laprovence) August 17, 2020

 

Italy

Coronavirus in Italia, il bollettino del 17 agosto: 320 nuovi casi e 4 morti nelle ultime 24 ore https://t.co/3XdzPDqwD4

— Corriere della Sera (@Corriere) August 17, 2020

 

Daily New Confirmed Cases (7-day moving average)

Source: Our World in Data


Source: Bloomberg

 

Daily New Tests (7-day moving average)

 

Positivity Rates (7-day moving average)

 

Daily New Confirmed Deaths (7-day moving average)

Americas

Commerce Department Further Restricts #Huawei Access to U.S. Technology and Adds Another 38 Affiliates to the Entity List – Statementhttps://t.co/CIKYhfobWv

— Christophe Barraud (@C_Barraud) August 18, 2020

SIA Statement on Export Control Rule Changeshttps://t.co/7MyrVVq7U0

— Christophe Barraud (@C_Barraud) August 18, 2020

US Pres. #Trump: To Create Tax Credits For Companies That Bring Jobs Back To US From #China – Reutershttps://t.co/h58p54LtWf

— Christophe Barraud (@C_Barraud) August 18, 2020

Pelosi calls back House over Postal Service upheaval – Politico
*The House could vote on other economic proposals during its emergency session, but nothing has been officially decided, according to multiple Democratic aides.https://t.co/yto8ulF70o

— Christophe Barraud (@C_Barraud) August 18, 2020

Senate Republicans to introduce smaller Covid package that includes billions for Postal Service – Politicohttps://t.co/3S3VtrkDKA

— Christophe Barraud (@C_Barraud) August 18, 2020

U.S. High-Grade Bond Sales Set Record, Reach $1.346 Trillion – Bloomberg
*Link: https://t.co/CLB5n9PcA2 pic.twitter.com/Q06ZQRqlHi

— Christophe Barraud (@C_Barraud) August 18, 2020

Canadian Finance Minister Bill Morneau resigns amid rift with Trudeau https://t.co/3ku1bKzg2M

— Bloomberg Economics (@economics) August 18, 2020

Asia

US plays 'final card' to block supply to #Huawei, forces #China to retaliate: analyst – Global Timeshttps://t.co/QzLVVV2mNm

— Christophe Barraud (@C_Barraud) August 18, 2020

#Tech #IPOs Flourish in #China Amid Tensions With U.S. – Bloomberg
*Link: https://t.co/8Mc3bEDxC5 pic.twitter.com/rj4zG3ngGe

— Christophe Barraud (@C_Barraud) August 18, 2020

#China’s share of global exports falls in supply chains rethink – FThttps://t.co/v8qiYi4Vmh

— Christophe Barraud (@C_Barraud) August 18, 2020

China announces anti-dumping probe on Australian wine imports https://t.co/KZYiU3gCkM

— Bloomberg Economics (@economics) August 18, 2020

China's rain-swollen Yangtze river triggers unprecedented flood alert https://t.co/mnDU94EOcX

— Reuters China (@ReutersChina) August 18, 2020

Reuters Tankan: Japan Manufacturers' Business Mood Least Pessimistic In Four Months, But Pandemic Woes Remainhttps://t.co/0zk8ppMYa5

— LiveSquawk (@LiveSquawk) August 17, 2020

Europe

#Europe #Covid_19: Daily Summary (August 18th)https://t.co/2bbF41fd6K

— Christophe Barraud (@C_Barraud) August 18, 2020

#Europe’s Fading Rebound Turns V-Shape Recovery Into Bird Wing – Bloomberg
*High-frequency indicators signal slowdown as virus cases gain
*Return to pre-virus levels of activity won’t be any time soon
*Link: https://t.co/CzcO8OQiQp pic.twitter.com/MbxEVDt4A1

— Christophe Barraud (@C_Barraud) August 18, 2020

Britain & the EU want to reach an agreement before #Brexit negotiations are scheduled to conclude Oct. 2 — but, so far, neither has made adequate concessions for the other. Each is waiting for the other to blink first, according to officials – BBGhttps://t.co/1PzYisC32f

— Anthony Barton (@ABartonMacro) August 18, 2020

U.S. High-Grade Bond Sales Set Record, Reach $1.346 Trillion – Bloomberg
*Link: https://t.co/CLB5n9PcA2 pic.twitter.com/Q06ZQRqlHi

— Christophe Barraud (@C_Barraud) August 18, 2020

#Europe’s Fading Rebound Turns V-Shape Recovery Into Bird Wing – Bloomberg
*High-frequency indicators signal slowdown as virus cases gain
*Return to pre-virus levels of activity won’t be any time soon
*Link: https://t.co/CzcO8OQiQp pic.twitter.com/MbxEVDt4A1

— Christophe Barraud (@C_Barraud) August 18, 2020

Fund managers are flipping from thinking we’re in a recession to thinking we’re in the early stages of a fresh economic cycle, according to the BAML survey. pic.twitter.com/ugeevjepa2

— Tracy Alloway (@tracyalloway) August 18, 2020

G-4 central bank balance sheets have expanded nearly $5.7tn (16% of G-4 GDP) since February.

Asset purchases should increase G-4 balance sheets from $21.5tn (57% of GDP) now to nearly $27tn (67% of GDP) by end-2021. pic.twitter.com/Yb1rKBD9Pw

— Daniel Lacalle (@dlacalle_IA) August 17, 2020

Stocks have advanced a *massive* 68% of days over the last 3 Months.

More than 2 UP Days vs Down – among THE best conditions in 20+ years.

And just tied the JAN 2020 spike.

Historically, this led to some pretty bad outcomes – and *may* have just turned down again. Stay nimble. pic.twitter.com/SDCiklFt84

— Macro Charts (@MacroCharts) August 18, 2020