Daily Archives: October 23, 2020

Europe

According to the European Centre for Disease Prevention and Control, all European countries 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 Oct. 22nd)

 

#Portugal imposes partial lockdown on three northern municipalities – Reutershttps://t.co/7LNJeJLnOU

— Christophe Barraud (@C_Barraud) October 23, 2020

 

#Britain tightens COVID restrictions in more areas of England – Reutershttps://t.co/cMEBHnahc5

— Christophe Barraud (@C_Barraud) October 23, 2020

 

#POLAND TO RESTRICT GATHERINGS TO MAX. 5 PEOPLE, https://t.co/RQPOeaB0hN SAYS – BBG
*POLAND TO RESTRICT GATHERINGS TO MAX. 5 PEOPLE, https://t.co/RQPOeaB0hN SAYS
*https://t.co/RQPOeaB0hN WEBSITE REPORTS ON NEW COVID CURBS WITHOUT CITING ANYONE

— Christophe Barraud (@C_Barraud) October 23, 2020

 

#Eurozone: Latest Restrictions Linked To #Covid_19 (An Update)
*Daily Summary: https://t.co/3IC6J5lxlbhttps://t.co/yMbqqvdOOn

— Christophe Barraud (@C_Barraud) October 18, 2020

 

1/21. Oct 23 to Oct 29 – #COVID19 Daily Epidemic Forecasting for 209 countries/territories.
21 countries analyzed in the thread.
Data: @ECDC_EU or https://t.co/lsAJmfWGSE or https://t.co/YgpOxMrB9Y
Dashboard: https://t.co/YTRsgEWtn6
Powered by @ISG_UNIGE & @SDSCdatascience pic.twitter.com/gNo5z7C5xt

— Antoine FLAHAULT (@FLAHAULT) October 22, 2020

 

Germany (data)

Germany reports 11,242 new coronavirus cases in latest update today https://t.co/SEnQaKaEZv

— ForexLive (@ForexLive) October 23, 2020

 

Spain (data)

Datos por comunidades 22/10/2020:

⚠️Hoy hay 20.986 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/eCYOrKdGlv

— ngb padel (@ngbpadel2) October 22, 2020

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

Hoy hay 20.986 casos nuevos. El jueves pasado fueron 12.423. Hace 2 jueves fueron 9.419. Hace 3 jueves 10.653. pic.twitter.com/SzKGUTsgL6

— ngb padel (@ngbpadel2) October 22, 2020

DATOS COVID-19 ESPAÑA

POSITIVOS PCR
✔️ +20.986 total
✔️ 7.953 día previo

155 FALLECIDOS

14.160 HOSP. [+462 ]
1.966 UCI [+36 ]

⚠️ —> + +

HILO pic.twitter.com/rMtsTdoGUT

— Miguel Ángel Reinoso (@mianrey) October 22, 2020

Sigue aumentado el número de personas ingresadas por coronavirus en España respecto a los valores de ayer:

12.472 HOSPITALIZADOS
[+461 ]
15 crecen
1 sin cambios
3 decrecen

1.818 UCI
[+66 ]
10 crecen
6 sin cambios
3 decrecen pic.twitter.com/mecitLRHm2

— Miguel Ángel Reinoso (@mianrey) October 22, 2020

 

France (data)

#FRANCE REPORTS 41,622 NEW #CORONAVIRUS CASES IN PAST 24 HOURS (New record high; v 26,676 prior and 30,621 last Thursday)
*Positivity Rate: 14.3%❗ (v 13.7% prior).
*Santé Publique France: https://t.co/bZLT3Rguuz pic.twitter.com/lKdCIJQvsL

— Christophe Barraud (@C_Barraud) October 22, 2020

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

➡️41622 cas (35,93% vs j-7)
➡️Moyenne à 27051 (42,35% vs j-7⬇️)

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/AclR7UFMrQ

— Guillaume Saint-Quentin (@starjoin) October 22, 2020

Mise à jour avec les données du 22/10 (19/10 pour les tests) : https://t.co/oGJiH6e9rU @EricBillyFR @Le___Doc #COVID19france pic.twitter.com/Jzq0pWQ61K

— Germain Forestier (@gforestier) October 22, 2020

Mise à jour avec les données du jour pour les tests (19/10). Seules les données du 19/10 sont disponibles pour la S43 (cette semaine). Suivre l'évolution avec les données disponibles dans les prochains jours : https://t.co/oGJiH6e9rU pic.twitter.com/9J32dQ013N

— Germain Forestier (@gforestier) October 22, 2020

[THREAD]#MétéoCovidFrance du 22 octobre

Hospitalisations

France Métropolitaine :
1978 entrées ⬆️ J-7 (1196)
Moyenne 1434,86 ⬆️ J-1 (1323,14)

DOM :
20 entrées ⬆️ J-7 (11)
Moyenne 17,29 ⬆️ J-1 (16,00)

Graph sur toute la période et les 120 derniers jours

La suite ⤵️ pic.twitter.com/8JVBJyfwwn

— Guillaume Saint-Quentin (@starjoin) October 22, 2020

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

14009 Hospitalisations
[+847 ]
15 en hausse
1 stable
2 en baisse

2310 Réanimations
[+71 ]
10 en hausse
4 stable
4 en baisse pic.twitter.com/TQhelnvmJ3

— Fabien_L (@Fabien_L) October 22, 2020

[GRAPH PREDICTIF]
Moyenne glissante 7 jours :
Nouveaux cas 70 à 89 ans
Entrées à l'hôpital (décalé 10 jours)
Décès (décalé 17j – échelle gauche)

L'augmentation des hospitalisations devraient continuer à accélérer vers les 2000 par jour ainsi que les décès (vers les 300). pic.twitter.com/CRQQyuh4qK

— Guillaume Saint-Quentin (@starjoin) October 22, 2020

 

Italy (data)

Coronavirus in Italia, il bollettino di oggi 22 ottobre: 16.079 nuovi casi e 136 morti https://t.co/rgewyljZca

— Corriere della Sera (@Corriere) October 22, 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

U.S. stocks closed higher on growing optimism about an imminent fiscal stimulus and economic data surprised to the upside. Read more https://t.co/rFDCrrCD4s pic.twitter.com/Go1Xmdso1W

— Reuters Business (@ReutersBiz) October 23, 2020

FDA Approves Remdesivir; Illinois, Ohio Hit Highs: Virus Update https://t.co/AiTbfDH8xj

— Bloomberg Asia (@BloombergAsia) October 23, 2020

Prospects for a U.S. stimulus package passing Congress before the Nov. 3 election are fading fast https://t.co/54d54E5CQF

— Bloomberg Economics (@economics) October 23, 2020

WATCH: Trump posts full 60 Minutes interview showing him walking out https://t.co/rWy9mllHkg pic.twitter.com/UeAioa2HgX

— The Hill (@thehill) October 23, 2020

Five takeaways from the final Trump-Biden debate https://t.co/1GxgSSAFLN pic.twitter.com/fZWhPtHGDK

— The Hill (@thehill) October 23, 2020

Asia

#JAPAN OCT PRELIMINARY PMI MANUFACTURING: 48.0 V 47.7 PRIOR (18TH STRAIGHT CONTRACTION)
*PMI Services: 46.6 v 46.9 prior (9th straight contraction)
*PMI Composite: 46.7 v 46.6 prior (9th straight contraction)
*Link: https://t.co/FP1yfIAZ7i pic.twitter.com/RKEJEweB67

— Christophe Barraud (@C_Barraud) October 23, 2020

Japan’s key consumer prices fell at a slightly slower pace in September but failed to log gains for a 6th straight month https://t.co/EhqbnbD6Yr

— Bloomberg Asia (@BloombergAsia) October 23, 2020

Japan’s government maintained its assessment of the economy in October https://t.co/crrWqs4YCv

— Bloomberg Economics (@economics) October 23, 2020

Japan calls for longer New Year holiday to curb coronavirushttps://t.co/UhRQYcif5R

— Nikkei Asia (@NikkeiAsia) October 23, 2020

Europe

ECB seen preparing more aid
Swiss National Bank may have to sell some of its $100 billion in U.S. stocks
Bleak virus outlook draws warning from the Swedish Riksbank Governor
Here’s a rundown of your top economic news today https://t.co/0mZ53JzlJW

— Bloomberg Economics (@economics) October 23, 2020

#Europe #Covid_19: Daily Summary (October 23rd)

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

HT @FLAHAULT, @ForexLive, @ngbpadel2, @mianrey, @gforestier, @starjoin, @Fabien_L, @Corriere https://t.co/4gATwHNg4L

— Christophe Barraud (@C_Barraud) October 23, 2020

#France GDP to Shrink From Sept.-Dec.: Le Maire – Le Figaro ITW

“Après une très forte reprise au 3e trimestre, le 4e trimestre sera difficile: nous prévoyons une contraction du PIB entre septembre et décembre. Nous avions anticipé ce risque.”

https://t.co/3pqrqKffMB

— Christophe Barraud (@C_Barraud) October 23, 2020

#France | Markit: “The results suggest that the recent rise in COVID-19 cases and subsequent tightening of restrictions has had a notable negative impact on business conditions.”https://t.co/8gOpRHZvxO

— Christophe Barraud (@C_Barraud) October 23, 2020

#GERMANY OCT PRELIMINARY MANUFACTURING PMI: 58.0 V 55.0E (4th straight expansion and highest since Apr. 2018)
*PMI Services: 48.9 v 49.4e v 50.6 prior (1st contraction in 4 months)
*PMI Composite: 54.5 v 53.3e
*Link: https://t.co/ll0dE8hhfX pic.twitter.com/voaoeEG4JA

— Christophe Barraud (@C_Barraud) October 23, 2020

#EUROZONE OCT PRELIMINARY MANUFACTURING PMI: 54.4 V 53.0E (32-month high)
*PMI Services: 46.2 v 47.0e (2nd straight contraction; 5-month low)
*PMI Composite: 49.4 v 49.2e (1st contraction in 4 month)
*Link: https://t.co/XlmJopcJun pic.twitter.com/70eou8uBEN

— Christophe Barraud (@C_Barraud) October 23, 2020

UK retail sales rise more than expected as demand for home improvement products and food contributed to the biggest quarterly jump on record https://t.co/AhweUxfYd8

— Bloomberg Economics (@economics) October 23, 2020

A round trip in DXY positioning. From the biggest short in 10Y at -32% of open interest, to a modest overweight of 1% now, this was the fastest 1M turnaround in net spec. positioning since June ‘18. The last 6X positioning turned positive after being >-20% of OI, it was bullish. pic.twitter.com/ikYZrimkZL

— Julien Bittel, CFA (@BittelJulien) October 23, 2020

Is the multi-year underperformance in small caps finally over? Below is a long-term chart showing relative performance.https://t.co/XeymCmeqqW

Source: Hugo Ste-Marie, Portfolio & Quantitative Strategy Global Equity Research, Scotia Capital @scotiabank pic.twitter.com/Y5LmJr5yNh

— (((The Daily Shot))) (@SoberLook) October 23, 2020

#Fed balance sheet hit fresh All-Time High. Total assets rose by $26bn from prior week, to $7.177tn on QE. Treasury securities rose by $25bn to $4.50tn. Now balance sheet equal to 37% of US's GDP vs #ECB's 66% and BoJ's 137%. pic.twitter.com/wnBuNEPGc0

— Holger Zschaepitz (@Schuldensuehner) October 23, 2020

Peak polarization pic.twitter.com/NywmPHznuh

— zerohedge (@zerohedge) October 23, 2020

It's all up to you #retail #investors. #Corps aren't playing this year. pic.twitter.com/HcdcqoEt8Z

— Lance Roberts (@LanceRoberts) October 23, 2020