Daily Archives: October 1, 2020

Europe

According to the European Centre for Disease Prevention and Control, 29 European countries (v 28 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. 30th)

 

1/21. Oct 01 to Oct 07 – #COVID19 Daily Epidemic Forecasting in 209 countries for cases, deaths, tests, R-eff, risk maps (21 of them analyzed below).
Data: @ECDC_EU https://t.co/lsAJmfF616 https://t.co/YgpOxMJcyy
Powered by @ISG_UNIGE & @SDSCdatasciencehttps://t.co/10vIox9XXm pic.twitter.com/eTIwBp5Al6

— Antoine FLAHAULT (@FLAHAULT) September 30, 2020

 

Germany (data)

#Germany's confirmed #coronavirus cases rise by 2,503 (v 1,798 prior) – RKI pic.twitter.com/8fO4cYRIDN

— Macro Brief (@macroandfinance) October 1, 2020

"Regular impact ventilation in all private and public rooms can considerably reduce the danger of [#SARSCoV2] infection." https://t.co/x7KwjsWkmQ

— Antoine FLAHAULT (@FLAHAULT) September 30, 2020

 

Spain (data)

Datos por comunidades 30/09/2020:

⚠️Hoy hay 11.016 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/mEIa0LSIQE

— ngb padel (@ngbpadel2) September 30, 2020

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

Hoy hay 11.016 casos nuevos. El miércoles pasado fueron 11.289. Hace 2 miércoles fueron 11.193. Hace 3 miércoles 8.866. pic.twitter.com/WQ4AqsQmnB

— ngb padel (@ngbpadel2) September 30, 2020

DATOS COVID-19 ESPAÑA

POSITIVOS PCR
✔️ +11.016 total
✔️ 3.897 día previo

177 FALLECIDOS

10.855 HOSP. [-86 ]
1.539 UCI [+4 ]

⚠️ —> + +

HILO pic.twitter.com/9T4eUpsXOJ

— Miguel Ángel Reinoso (@mianrey) September 30, 2020

 

France (data)

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

⬇️ 12845 cas (-2% vs j-7)
⬇️ Moyenne à 11770 (+6%⬆️)

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/VeZpB4WoqV

— Guillaume Saint-Quentin (@starjoin) September 30, 2020

Mise à jour avec les données du 30/09 (27/09 pour les tests) : https://t.co/oGJiH6e9rU @EricBillyFR @Le___Doc #COVID19france pic.twitter.com/kG3cUDwDrj

— Germain Forestier (@gforestier) September 30, 2020

Mise à jour avec les données du jour pour les tests (27/09). La S39 (21/09 – 27/09) (semaine dernière) est maintenant complète (des ajustements peuvent intervenir dans les prochains jours) : https://t.co/oGJiH6e9rU

+ ajout de la comparaison des départements par taux d'incidence pic.twitter.com/3vier0hb8E

— Germain Forestier (@gforestier) September 30, 2020

[THREAD]#MétéoCovidFrance du 30 septembre

Hospitalisations

France Métropolitaine :
617 entrées ⬆️ J-7 (610)
Moyenne 537,29 ⬆️ J-1 (536,29)

DOM :
33 entrées ⬇️ J-7 (39)
Moyenne 32,00 ⬇️ J-1 (32,86)

Graph sur toute la période et les 120 derniers jours

La suite ⤵️ pic.twitter.com/AlCtEvbEz2

— Guillaume Saint-Quentin (@starjoin) September 30, 2020

Mise à jour région par région du nombre total de personne hospitalisé et en Réanimation en France Métropolitaine + DOM.

6572 Hospitalisations
[+60 ]
10 en hausse
5 stable
4 en baisse

1198 Réanimations
[+34 ]
12 en hausse
4 stable
2 en baisse pic.twitter.com/pX60xVYhLX

— Fabien_L (@Fabien_L) September 30, 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 décalée de 10 jours)

⚠️Les échelles sont volontairement différentes. pic.twitter.com/Eixd8bPsjK

— Guillaume Saint-Quentin (@starjoin) September 30, 2020

 

Italy (data)

Coronavirus in Italia, il bollettino di oggi 30 settembre: 1.851 nuovi casi e 19 morti https://t.co/cZBSjb9dTR

— Corriere della Sera (@Corriere) September 30, 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)

Americas

#Fed Extends Dividend, Buyback Limit on Wall Street Banks to 2021 – Bloomberghttps://t.co/qY5iHDIump

— Christophe Barraud (@C_Barraud) October 1, 2020

House delays vote on $2.2 trillion coronavirus stimulus bill to allow more time for talks – CNBChttps://t.co/iQSPaE9Mkk

— Christophe Barraud (@C_Barraud) October 1, 2020

#Trump signs bill to prevent government shutdown after funding briefly lapses – CNBChttps://t.co/ltTqhXbbj2

— Christophe Barraud (@C_Barraud) October 1, 2020

#Trump Administration Plans to Announce Probe on #Vietnam Currency – Bloomberghttps://t.co/ZMhQzARJ2W

— Christophe Barraud (@C_Barraud) October 1, 2020

House Committee Says U.S. Spy Agencies Are Failing #China Challenge – WSJhttps://t.co/a0CPtnEkH2

— Christophe Barraud (@C_Barraud) September 30, 2020

Asia

India stocks rise as more restrictions on business are lifted https://t.co/G4I6VFIKgL

— Bloomberg Asia (@BloombergAsia) October 1, 2020

Asia’s factories showed more fitful progress in September, with India seeing a jump in sentiment and Japan making a slow and steady recovery, manufacturing gauges show https://t.co/F3oLFZTptJ

— Bloomberg Asia (@BloombergAsia) October 1, 2020

#SouthKorea September Exports Y/Y: +7.7% v -10.1% in August
➡ There were 2.5 more working days this year compared with September 2019 due to the timing of the Chuseok holiday.
*Average Daily Exports Y/Y: -4.0%❗ v -4.0% in August
*Link (Korean): https://t.co/ha4KjztC4x pic.twitter.com/oVxc4ZYmhX

— Christophe Barraud (@C_Barraud) October 1, 2020

Japan Brewers Bet on Tax Cut to Revive Pandemic-Hit Sales https://t.co/9bwLttk7ag

— Bloomberg Asia (@BloombergAsia) October 1, 2020

Europe

Here's a rundown of your top economic news today https://t.co/DApzbTV1YD

— Bloomberg Asia (@BloombergAsia) October 1, 2020

#Europe #Covid_19: Daily Summary (October 1st)

*Focus on #Germany, #Spain, #France and #Italy

HT @FLAHAULT, @macroandfinance, @ngbpadel2, @mianrey, @starjoin, @gforestier, @Fabien_L, @Corrierehttps://t.co/PoMgNc9NW8

— Christophe Barraud (@C_Barraud) October 1, 2020

#FRANCE'S BEAUNE (@CBeaune) SAYS #BREXIT ACCORD POSSIBLE BY END NOV.: FIGAROhttps://t.co/ADeM9UMgPI

— Christophe Barraud (@C_Barraud) October 1, 2020

#BREXIT | Britain, EU split on state aid in crunch week of trade talks – sources – Reutershttps://t.co/2w8QgP8aGj

— Christophe Barraud (@C_Barraud) October 1, 2020

The European Commission will send a “letter of formal notice” to the UK for breaching the Withdrawal Agreement, the first step in a process that could result in a lawsuit https://t.co/ESVkTHrQOJ

— Bloomberg Economics (@economics) October 1, 2020

#Germany crackdown set to exclude #Huawei from 5G rollout – FThttps://t.co/OzzR4czT2k

— Christophe Barraud (@C_Barraud) October 1, 2020

Euro-area factory output, new orders and confidence in business prospects all improved in September, a new survey shows https://t.co/pjNvSPofvo

— Bloomberg Economics (@economics) October 1, 2020

Not All #Dividends Lost to Pandemic Will Return in the New Normal – Bloomberg
*Link: https://t.co/HGbUO4AVib pic.twitter.com/SuLl0Yb1h4

— Christophe Barraud (@C_Barraud) October 1, 2020

One would wonder what energy stocks are trying to tell us again….

Call it a tale of two sectors:

Tech in La La Land vs. energy rolling over.

The rest comes right in between.

Let's not forget:

A similar sector disconnect also occurred prior to the Feb peak. pic.twitter.com/QpTSjFbame

— Otavio (Tavi) Costa (@TaviCosta) October 1, 2020

BofA: "The Sell Side Indicator, our measure of Wall St. bullishness on stocks, ticked up to 56% & is now back to pre-COVID levels" pic.twitter.com/0J95pRGpmN

— zerohedge (@zerohedge) October 1, 2020

S&P 500 dividends declined 5.6% in the 3rd quarter vs. the same quarter a year ago, the largest YoY decline since Q1 2010. $SPX pic.twitter.com/KDyMB3Notq

— Charlie Bilello (@charliebilello) October 1, 2020

US Federal Tax payments by Presidents in the first year of their administration

Source #statista @washingtonpost pic.twitter.com/FnEDNXaF9U

— Russian Market (@russian_market) October 1, 2020