Daily Archives: September 12, 2020

Europe

According to the European Centre for Disease Prevention and Control, 25 European countries (v 24 prior) have crossed a key threshold of new coronavirus infections. Latest data showed that the countries have recorded cumulative 14-day infection totals higher than 20 per 100,000 inhabitants, considered an early alarm level by many health experts.
 

Source: European Centre for Disease Prevention and Control (data as of Sep. 11th)

 

SWISS GOVERNMENT SAYS ADDS #PARIS, VIENNA REGIONS TO LIST OF AREAS ON HIGH RISK FOR #CORONAVIRUS REQUIRING QUARANTINE – RTRS

— Christophe Barraud (@C_Barraud) September 11, 2020

 

Germany

#Germany's confirmed #coronavirus cases rise by 1,630 on Sat. (v 1,484 prior and 1,378 last Sat.) – RKI
*Link: https://t.co/LoHFnnUCU0 pic.twitter.com/Znuo8qtCtt

— Christophe Barraud (@C_Barraud) September 12, 2020

 

Spain

#SPAIN'S NEW #CORONAVIRUS INFECTIONS REACH 4,708 IN THE LAST 24 HOURS (highest since mid-April) VS 4,137 THU. AND 4,503 LAST FRI.: HEALTH MINISTRY
*Link: https://t.co/LXG9UPxXtP

*Total new cases (regional data): +12,183 v +10,476 last Fri. ⬇https://t.co/j1vGdBPpR6

— Christophe Barraud (@C_Barraud) September 11, 2020

➡️Gráficas de casos notificados por día y acumulados en 14 y 7 días.

Hoy hay 12.183 casos nuevos (incluyendo Navarra y Ceuta de ayer). El viernes pasado fueron 10.476. Hace 2 viernes fueron 9.779. Hace 3 viernes 8.148. pic.twitter.com/hyiuXist6x

— ngb padel (@ngbpadel2) September 11, 2020

 

France

#FRANCE REPORTS 9,406 NEW #CORONAVIRUS CASES IN PAST 24 HOURS (V 9,483 PRIOR AND 8,975 LAST FRI.)
*Positivity Rate: 5.4%❗(v 5.4% prior).
*Santé Publique France: https://t.co/bZLT3Rguuz pic.twitter.com/t7J7lSWAqm

— Christophe Barraud (@C_Barraud) September 11, 2020

Mise à jour avec les données du jour pour les tests (08/09). ⚠️Seules les données du 07/09 et 08/09 sont disponibles pour la S37 (cette semaine). Suivre l'évolution avec les données disponibles dans les prochains jours : https://t.co/oGJiH6e9rU pic.twitter.com/l0EnUpD4IC

— Germain Forestier (@gforestier) September 11, 2020

[THREAD]#MétéoCovidFrance du 11 septembre

Hospitalisations

France Métropolitaine :
415 entrées ⬆️ J-7 (269)
Moyenne 312,71 ⬆️ J-1 (291,86)

DOM :
32 entrées ⬆️ J-7 (23)
Moyenne 24,00 ⬆️ J-1 (22,71)

Graph sur toute la période et les 120 derniers jours

La suite ⤵️ pic.twitter.com/zXhG2RdwIO

— Guillaume Saint-Quentin (@starjoin) September 11, 2020

*CASTEX: VIRUS CIRCULATING FASTER AND FASTER IN #FRANCE – BBG
*CASTEX: WE'RE SEEING APPRECIABLE INCREASE IN HOSPITALIZATIONS
*CASTEX: FRANCE PERFORMING MORE THAN 1 MLN VIRUS TESTS A WEEK

— Christophe Barraud (@C_Barraud) September 11, 2020

*CASTEX: #FRANCE TO REDUCE VIRUS QUARANTINE TO 7 DAYS – BBG
*CASTEX: FRANCE WILL CHECK WHETHER PEOPLE ADHERE TO QUARANTINE

— Christophe Barraud (@C_Barraud) September 11, 2020

 

Italy

#ITALY REPORTS 1,616 VIRUS CASES FRI. (VS 1,597 THU. AND 1,733 LAST FRI.)
*Link: https://t.co/FWQszjNVxD pic.twitter.com/OC5X6DQNl9

— Christophe Barraud (@C_Barraud) September 11, 2020


 

Daily New Confirmed Cases (7-day moving average)


*Note: Data can’t be directly compared to lockdown period amid methodology change and increasing frequency of tests (see below).

 

Daily New Tests (7-day moving average)

 

Positivity Rates (7-day moving average)

 

Daily New Confirmed Deaths (7-day moving average)

Buyers since the lows .. pic.twitter.com/xJYw1KkZgt

— JE$US (@WallStJesus) September 11, 2020

$TQQQ putting up big boy numbers, Top 5 in volume and flows this week, no leverage ETP has ever been this big or popular, not even $TVIX RIP. https://t.co/NL15tFA9Hs

— Eric Balchunas (@EricBalchunas) September 11, 2020

Sentiment check…

BARRON'S magazine cover:

"NOT READY TO POP
The tech bubble could keep growing, despite recent setbacks for the stocks.
How to invest now"

☝️(Hopefully not with Call options) pic.twitter.com/SHQdSSUzUJ

— Macro Charts (@MacroCharts) September 12, 2020

Speculators have not lost their confidence in the euro despite warning by ECB chief economist Philip Lane. Net Euro long positions rose by 67 to 196,814 positions equal to about $30bn. pic.twitter.com/v5GE8dsZue

— Holger Zschaepitz (@Schuldensuehner) September 12, 2020

The public debt ratio of the industrialized countries is about to set a new record. In an MMT world debt is no longer considered an economic problem. (Chart via DB) pic.twitter.com/r1xgtUDBrT

— Holger Zschaepitz (@Schuldensuehner) September 12, 2020

Americas

All three major indexes on Wall street posted their second straight week of declines as investors continued to sell off big cap growth stocks like Amazon, Apple and Microsoft. Read more https://t.co/dk87PEqwb7 pic.twitter.com/IbJJBXMsGU

— Reuters Business (@ReutersBiz) September 12, 2020

Stock Sound and Fury So Far Failing to Signify This Rally’s Doom – Bloomberg
*Link: https://t.co/3B4Uqq4AcH pic.twitter.com/BQJRnTM1BU

— Christophe Barraud (@C_Barraud) September 12, 2020

SoftBank Reconsiders Trading Strategy That Hurt Shares – Bloomberg
*Link: https://t.co/kksaOOlVy3 pic.twitter.com/Tp6zaviMMH

— Christophe Barraud (@C_Barraud) September 12, 2020

Sentiment check…

BARRON'S magazine cover:

"NOT READY TO POP
The tech bubble could keep growing, despite recent setbacks for the stocks.
How to invest now"

☝️(Hopefully not with Call options) pic.twitter.com/SHQdSSUzUJ

— Macro Charts (@MacroCharts) September 12, 2020

Mitch McConnell Pessimistic About Another Stimulus Package: 'Doesn't Look Good' – Newsweekhttps://t.co/mNOZMZpHei

— Christophe Barraud (@C_Barraud) September 12, 2020

Crucial aid for U.S. workers has expired and Washington is at a standstill.

Here's the latest on the stimulus talks https://t.co/IuStfJGxGG

— Bloomberg Economics (@economics) September 11, 2020

Asia

China would rather see TikTok go dark in the U.S. than be forced into a sale, sources told @Reuters. Read more https://t.co/sbwMcApRh8 pic.twitter.com/OSzIZs06RZ

— Reuters Business (@ReutersBiz) September 12, 2020

Japan is preparing to relax restrictions for events including professional sports games https://t.co/EYKiZUKNHZ

— Bloomberg Economics (@economics) September 12, 2020

All three major indexes on Wall street posted their second straight week of declines as investors continued to sell off big cap growth stocks like Amazon, Apple and Microsoft. Read more https://t.co/dk87PEqwb7 pic.twitter.com/IbJJBXMsGU

— Reuters Business (@ReutersBiz) September 12, 2020

Philippine and Chinese defense chiefs try to ease South China Sea tensions.https://t.co/5IE5zjtfsW

— Nikkei Asian Review (@NAR) September 12, 2020

#Taiwan is set to open an economic dialogue with the #US as early as next week, laying the groundwork for talks on a free trade agreement while the island unwinds cross-strait economic integration with #China.https://t.co/7Br2J26RXo

— Nikkei Asian Review (@NAR) September 12, 2020

Europe

#Europe #Covid_19: Daily Summary (September 12th)

*Focus on #Germany, #Spain, #France and #Italyhttps://t.co/lesEdcprhQ

— Christophe Barraud (@C_Barraud) September 12, 2020

EU vows extended stimulus as crisis uncertainty looms https://t.co/xdlH7EL0B8

— Financial Times (@FT) September 11, 2020

Get caught up with the latest Brexit news as the clock ticks down https://t.co/aEmj7JMifU

— Bloomberg Australia (@BloombergAU) September 11, 2020

EU lawmakers to block EU-U.K. trade deal if Brexit divorce treaty not fully implemented – official https://t.co/mUzwfi8G2q pic.twitter.com/zL3DDy3VCp

— Reuters Business (@ReutersBiz) September 11, 2020

Spain wants Gibraltar to join the passport-free Schengen zone after the Brexit transition period.

This is a controversial proposal for the UK. https://t.co/kU8n8B6KuP

— POLITICOEurope (@POLITICOEurope) September 12, 2020

A little ray of light shines on “Global Britain” as the UK agrees on a trade deal with Japan.https://t.co/5O3a2lbHK6

— POLITICOEurope (@POLITICOEurope) September 11, 2020

Markets increasingly expect further rate cuts by the Bank of England https://t.co/PaOoNhlMUV

— Bloomberg Australia (@BloombergAU) September 11, 2020

#Spain Seeks to Tax Facebook, Google Services as Phone Carriers – Bloomberghttps://t.co/FZddnZercE

— Christophe Barraud (@C_Barraud) September 12, 2020

Speculators have not lost their confidence in the euro despite warning by ECB chief economist Philip Lane. Net Euro long positions rose by 67 to 196,814 positions equal to about $30bn. pic.twitter.com/v5GE8dsZue

— Holger Zschaepitz (@Schuldensuehner) September 12, 2020

#Turkey Downgraded By Moody’s as Buffers Slide, Risks Pile Up – Bloomberghttps://t.co/tHFMBv9Uxo

— Christophe Barraud (@C_Barraud) September 12, 2020