Daily Archives: October 29, 2020


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. 28th)


1/21. Oct 29 to Nov 04 – #COVID19 Daily Epidemic Forecasting for 209 countries/territories.
21 countries analyzed in the thread.
Data: @ECDC_EU or https://t.co/lsAJmfF616 or https://t.co/YgpOxMJcyy

Dashboard: https://t.co/YTRsgEESvy

Powered by @ISG_UNIGE & @SDSCdatascience pic.twitter.com/kxnGFQV1Ee

— Antoine FLAHAULT (@FLAHAULT) October 28, 2020


Germany (data)

Germany posts record 16,774 new coronavirus cases ahead of November 'lockdown light' https://t.co/3NCAISGlnq

— ForexLive (@ForexLive) October 29, 2020


Spain (data)

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

Hoy hay 19.765 casos nuevos. El miércoles pasado fueron 16.973 Hace 2 miércoles fueron 11.970. Hace 3 miércoles 10.491. pic.twitter.com/ePrDl2tZx9

— ngb padel (@ngbpadel2) October 28, 2020


✔️ +19.765 total
✔️ 9.303 día previo


17.073 HOSP. [+377 ]
2.368 UCI [+76 ]

⚠️ —> + +

HILO pic.twitter.com/dA3vnuVG6p

— Miguel Ángel Reinoso (@mianrey) October 28, 2020


France (data)

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

➡️36437 cas (36,59% vs j-7)
➡️ Moyenne à 39673 (59,98% 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/FuugziAPNQ

— Guillaume Saint-Quentin (@starjoin) October 28, 2020

Mise à jour avec les données du 28/10 (25/10 pour les tests) : https://t.co/oGJiH6e9rU @EricBillyFR @Le___Doc #COVID19france pic.twitter.com/cZ5SigaLYY

— Germain Forestier (@gforestier) October 28, 2020

Mise à jour avec les données du jour pour les tests (25/10). Première estimation de la S43 complète (semaine dernière).

Cartes de chaleur d'incidence et de positivité disponibles pour chaque département ici : https://t.co/oGJiH6e9rU pic.twitter.com/EklTAdRDca

— Germain Forestier (@gforestier) October 28, 2020

[THREAD]#MétéoCovidFrance du 28 octobre


France Métropolitaine :
2790 entrées ⬆️ J-7 (1743)
Moyenne 2143,71 ⬆️ J-1 (1994,14)

31 entrées ⬆️ J-7 (11)
Moyenne 24,43 ⬆️ J-1 (21,57)

Graph sur toute la période et les 120 derniers jours

La suite ⤵️ pic.twitter.com/1WMxoqbEvG

— Guillaume Saint-Quentin (@starjoin) October 28, 2020

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

20184 Hospitalisations
[+1229 ]
14 en hausse
1 stable
3 en baisse

3036 Réanimations
[+127 ]
15 en hausse
2 stable
1 en baisse pic.twitter.com/1gdoFMlBnI

— Fabien_L (@Fabien_L) October 28, 2020

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

Selon les courbes, nous allons largement dépasser les niveaux maximum de la 1ère vague. pic.twitter.com/1rWVTeeLD0

— Guillaume Saint-Quentin (@starjoin) October 28, 2020


Italy (data)

Coronavirus in Italia, il bollettino di oggi 28 ottobre: 24.991 nuovi casi e 205 morti https://t.co/KKcJ2tULrD

— Corriere della Sera (@Corriere) October 28, 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)


U.S. corporate spending plans could stumble as risks rise https://t.co/whTxbsDCsF pic.twitter.com/5ObWIv9SJC

— Reuters Business (@ReutersBiz) October 29, 2020

A U.S. Senate hearing to reform an internet law and hold tech companies accountable for how they moderate content quickly turned into a political scuffle. Read only https://t.co/7tg4uD77ha $FB $GOOGL $TWTR pic.twitter.com/jPjN9eej3t

— Reuters Business (@ReutersBiz) October 29, 2020

Pelosi Says Details of #Coronavirus Package Could Change After Election – WSJhttps://t.co/gqmsG6EJ57

— Christophe Barraud (@C_Barraud) October 29, 2020


— Christophe Barraud (@C_Barraud) October 29, 2020

Exclusive: Biden, if elected, would consult allies on future of U.S. tariffs on #China – advisers – Reutershttps://t.co/KoCmolvrqo

— Christophe Barraud (@C_Barraud) October 29, 2020


— Taiwan hits 200 days without a domestic transmission.
— Indonesia reports 3,565 new infections, down from 4,029 a day earlier.
Read our free coronavirus blog:https://t.co/Zt5CmHcRVC

— Nikkei Asia (@NikkeiAsia) October 29, 2020

BREAKING | Sony receives US license to supply Huawei with key image sensors. #Sony #Huaweihttps://t.co/nExpDmcANI

— Nikkei Asia (@NikkeiAsia) October 29, 2020

Exclusive: China’s major state-owned banks have been swapping U.S. dollars for yuan this week, traders said, suggesting monetary authorities are trying to rein in the sharply appreciating currency https://t.co/z9JXLNIRG6

— Reuters Business (@ReutersBiz) October 29, 2020

#China Pledges Quality Growth in New 5-Year Economic Plan – Bloomberghttps://t.co/5oANdYgmoO

— Christophe Barraud (@C_Barraud) October 29, 2020

Japan’s pledge to be a net-zero greenhouse gas emitter by 2050 is running into headwinds: smaller power utilities addicted to coal and natural gas https://t.co/hxePuLUgKr

— Bloomberg Asia (@BloombergAsia) October 29, 2020

Secretary of State Michael Pompeo condemned China’s persecution of Muslim Uighurs and other religious minorities as he visited Indonesia https://t.co/iHeellJL8z

— Bloomberg Asia (@BloombergAsia) October 29, 2020

What would a Biden presidency mean for Asia?https://t.co/m5Guch4b4V

— Nikkei Asia (@NikkeiAsia) October 29, 2020


U.S. economic rebound opens question of sustainable recovery
U.S. sows WTO turmoil by vetoing the front-runner for the top job
The ECB to decide whether more monetary stimulus is needed
Here's a rundown of your top economic news today https://t.co/P7FoAAbGmD

— Bloomberg Economics (@economics) October 29, 2020

#Europe #Covid_19: Daily Summary (October 29th)

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

HT @FLAHAULT, @ForexLive, @ngbpadel2, @mianrey, @gforestier, @starjoin, @Fabien_L, @Corrierehttps://t.co/pcO6NDaqXi

— Christophe Barraud (@C_Barraud) October 29, 2020

#Germany, #France Impose Strict Monthlong Curbs to Rein in Virus – Bloomberghttps://t.co/0lCtUhUIza

— Christophe Barraud (@C_Barraud) October 29, 2020

Chancellor Angela Merkel says Germany the rapid spread of the coronavirus stretches health-care services to their limit https://t.co/1XC5IZoCTa

— Bloomberg Economics (@economics) October 29, 2020


— Christophe Barraud (@C_Barraud) October 29, 2020

European restaurants face bleak times as lockdowns mount https://t.co/qa0xme0RpY pic.twitter.com/2gvjna3GKs

— Bloomberg Economics (@economics) October 29, 2020

It's ECB decision day – more QE or just a strong signal? https://t.co/ujKi2HfmpD via @economics

— Fergal O'Brien (@fergalob) October 29, 2020

Even after today’s US Q3 GDP beat, equities are still trading on a 1.6X market cap/GDP ratio, 14% higher than Dot-com peak levels & still in the 100th percentile of its historical distribution over 70Y. Valuations this extreme generally imply more downside for equities vs. bonds. pic.twitter.com/Gxh40frJNG

— Julien Bittel, CFA (@BittelJulien) October 29, 2020

One of my most important Models (updated).

The Active model was a key theme of my OCT 12 report – so far has played out in ideal C-wave behavior.

But the decline seems far from over. Too many imbalances remain, and could take time to clear.

Will update this soon – stay nimble. pic.twitter.com/BHlbYRkJhd

— Macro Charts (@MacroCharts) October 29, 2020

The stock market is now a derivative of the options market pic.twitter.com/XGBZFv8Z5p

— Christopher Cole (@vol_christopher) October 29, 2020

Service sector lockdowns hitting restaurants hard: ex. Ireland pic.twitter.com/4kzfhDshzP

— Jeffrey Kleintop (@JeffreyKleintop) October 29, 2020


➡ In my opinion, there is no doubt that:

*Bloomberg consensus is too optimistic
*4Q GDP will contract pic.twitter.com/30BVgxyD7e

— Christophe Barraud (@C_Barraud) October 29, 2020