Daily Archives: September 24, 2020


According to the European Centre for Disease Prevention and Control, 28 European countries (v 27 yesterday) 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. 23rd)



#Germany's confirmed #coronavirus cases rise by 2,143 on Thu. (v 1,769 prior and 2,194 last Thu.) – RKI
*Link: https://t.co/LoHFnnUCU0 pic.twitter.com/Shq2qpdRRP

— Christophe Barraud (@C_Barraud) September 24, 2020



Datos por comunidades 23/09/2020:

⚠️Hoy hay 11.289 nuevos positivos.

– Evolución IA= Incidencia acumulada (indica cuantos casos, proporcional a 100.000 hab)
– Razón de tasas
– Situación global y número de casos, compara con IA de 7 y 14 días

Sigue hilo pic.twitter.com/nUVfwmWDdK

— ngb padel (@ngbpadel2) September 23, 2020



Moyenne des cas #COVIDー19 détectés (Source bilan SPF by @Fabien_L)

⬆️ 13072 cas (+34% vs j-7)
⬆️ Moyenne à 10893 (+24%⬆️)

PS : les bilans SPF pointent les cas à réception du résultat du test alors que SIDEP prend en compte la date du prélèvement. SIDEP a 3j de retard pic.twitter.com/wTnP3dT1wC

— Guillaume Saint-Quentin (@starjoin) September 23, 2020

Mise à jour avec les données du 23/09 (20/09 pour les tests) : https://t.co/oGJiH6e9rU@EricBillyFR @Le___Doc #COVID19france pic.twitter.com/X6AN3P2kJw

— Germain Forestier (@gforestier) September 23, 2020

Mise à jour avec les données du jour pour les tests (20/09). La S38 (semaine dernière) est maintenant complète, des mises à jour peuvent toujours intervenir dans les prochains jours : https://t.co/oGJiH6e9rU pic.twitter.com/omf9O7bAgw

— Germain Forestier (@gforestier) September 23, 2020

Nombre de cas 60 ans et + détectés versus nombre d'entrées à l'hôpital.

Moyenne (7j) des nouveaux cas de 60 ans et + détectés
Moyenne (7j) des entrées à l'hôpital (échelle des cas divisée par 2 décalé à 10j)

⚠️Les échelles sont volontairement différentes. pic.twitter.com/a4kgUN8Q2V

— Guillaume Saint-Quentin (@starjoin) September 23, 2020

[THREAD]#MétéoCovidFrance du 23 septembre


France Métropolitaine :
610 entrées ⬇️ J-7 (621)
Moyenne 542,71 ⬇️ J-1 (544,29)

39 entrées ⬆️ J-7 (28)
Moyenne 29,71 ⬆️ J-1 (28,14)

Graph sur toute la période et les 120 derniers jours

La suite ⤵️ pic.twitter.com/Expdct2PJ9

— Guillaume Saint-Quentin (@starjoin) September 23, 2020

Coronavirus en France: quelles restrictions dans les nouvelles zones d'alerte mises en place? https://t.co/rhrMlt09gJ

— MSN France (@MSNFrance) September 24, 2020



*Link: https://t.co/FWQszjNVxD pic.twitter.com/ujKaQYqeX9

— Christophe Barraud (@C_Barraud) September 23, 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)


Fed Pleads Anew for Stimulus, and Markets Start to Give Up Hope

Parade of central bankers warn of slowdown after solid restart

Careful Powell contrasts with full-throated calls from othershttps://t.co/3V5WcaBfsC

— PiQ (@PriapusIQ) September 24, 2020

WATCH: 'The recovery will go faster if there is support coming both from Congress and from the Fed,' Jerome Powell told lawmakers https://t.co/PsoQYlaqVo pic.twitter.com/kH1QIqLe2h

— Reuters Business (@ReutersBiz) September 24, 2020

Apart from asking local politicians in Wisconsin to be vigilant about #China's propaganda and espionage campaigns, @SecPompeo also encouraged business people to ignore #China's threats and increase interaction with #Taiwan. https://t.co/C0hCfHARpw

— William Yang (@WilliamYang120) September 24, 2020

Poll: Biden leads Trump by 10 points nationally https://t.co/1DgqiXZhqO pic.twitter.com/iDkfFSPiGH

— The Hill (@thehill) September 24, 2020

From @Breakingviews: While a U.S. judge temporarily blocked President Trump’s order forcing Apple and Google to remove WeChat from their app stores, the White House is still committed to banning Chinese technology based on national security risks, @GinaChon explains pic.twitter.com/l5V17eJQMe

— Reuters Business (@ReutersBiz) September 24, 2020


China’s economy undergoing ‘two very different recoveries’, study that counters official data says, reports ⁦@fbermingham#china #China #economicrecovery #economy https://t.co/rQlp9ycaWm

— SCMP Economy (@scmpeconomy) September 23, 2020

Chinese consumers are finally starting to spend again, but the recovery is unbalanced and overly reliant on luxury goods https://t.co/1SCUxt3KGa

— Bloomberg Economics (@economics) September 24, 2020

China’s post-coronavirus construction boom shows signs of cooling as steel output slows https://t.co/rStPpvUmJL

— SCMP News (@SCMPNews) September 23, 2020

Australia moves to overhaul bankruptcy rules for small businesses https://t.co/8PYo5bNt0k

— Bloomberg Economics (@economics) September 24, 2020

South Korea official shot dead by North Korean troops after crossing border: Seoul – CNNhttps://t.co/4dXXWOzSJb

— Christophe Barraud (@C_Barraud) September 24, 2020

Beijing authority gets Bytedance application for tech export licence: ministry https://t.co/AzOylzgIF6 pic.twitter.com/dKRZBxcIkT

— Reuters Business (@ReutersBiz) September 24, 2020


-ECB set to hand banks more ultra-cheap cash to boost lending
-Virus forces Sunak to spend more on saving UK jobs and firms
-Sunak can flex the UK's stimulus credit card in unfazed markets
Here's a rundown of your top economic news today https://t.co/LsMViKbRm5

— Bloomberg Economics (@economics) September 24, 2020

#Europe #Covid_19: Daily Summary (September 24th)

*Focus on #Germany, #Spain, #France and #Italyhttps://t.co/rRo2Zyg795

— Christophe Barraud (@C_Barraud) September 24, 2020

France introduces new measures to fight the rapid resurgence of the coronavirus in major cities https://t.co/jEuvKVehoV

— Bloomberg Economics (@economics) September 24, 2020

Germany Ifo slightly softer than expectations. Business Climate Index at 93.4 vs 93.8 forecast, while expectations component came in at 97.7 vs 98.0. Still represents increase for Sep from 92.5 in Aug despite rising infections. Shows German recovery on track but is slowing a bit. pic.twitter.com/UjERTpmfYx

— Holger Zschaepitz (@Schuldensuehner) September 24, 2020

Here's the recap of all ECB's LTRO operations (excluding the regular 3-month operations) and the net liquidity flows around the 30 September settlement. pic.twitter.com/lVMEB3aDV5

— Frederik Ducrozet (@fwred) September 24, 2020

Rishi Sunak will set out a new crisis spending plan as the coronavirus outbreak forces the U.K. to return to emergency measures https://t.co/k1N5gtaMla

— Bloomberg Economics (@economics) September 24, 2020

Most Volatile Years in Stock Market History (updated):

184 days into 2020 (x-axis), Stocks have moved >1% for a massive 87 days (y-axis).

Bad Seasonality now makes it even worse.

Few years ever reached such intense Volatility – ALL remained violent to the end. Stay nimble. pic.twitter.com/6Qa3FTSQh1

— Macro Charts (@MacroCharts) September 24, 2020

For the 1st time since April, more than half of gold miners are in a bear market.

Since 2019, when this hit 50%, the pullback in $GDX was near its end. If miners are going to flip back into a sustained bear market, then we'll see this figure consistently hang above 50%. pic.twitter.com/0oXvu3Wwat

— SentimenTrader (@sentimentrader) September 24, 2020

Anchored nominal yields contribute to everything correcting together, including gold & bitcoin. Higher breakeven inflation vs real yield correlation (i.e. anchored nominal) amplifies cross-asset correlations, essentially making everything a bet on higher inflation expectations. pic.twitter.com/OxZMKYy1Em

— Sebastian Dypbukt Källman (@sdypbuktkallman) September 24, 2020

Breakevens continue their slide. Real rates continues to rise. pic.twitter.com/0P2vJaGmTE

— Joe Weisenthal (@TheStalwart) September 24, 2020

'TIPs continue to see record inflows, amassing $10.3 billion over the past 3 months.' https://t.co/K8RNixD5JE via @SoberLook pic.twitter.com/HeiAz3LzT6

— Jesse Felder (@jessefelder) September 24, 2020