Daily Archives: November 15, 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 50 per 100,000 inhabitants.

 

Source: European Centre for Disease Prevention and Control (data as of Nov. 14th)

 

#Austria Toughens Lockdown Until Dec. 6 as Soft Measures Fail – Bloomberg
*Link: https://t.co/JCTBDtIfu8 pic.twitter.com/LX7NtgTCbK

— Christophe Barraud (@C_Barraud) November 14, 2020

 

#Greece tightens COVID-19 lockdown, shuts primary schools – Reutershttps://t.co/fc2wnFH8sk

— Christophe Barraud (@C_Barraud) November 14, 2020

 

#Turkey | #Istanbul Mayor Calls for Shutdown as Coronavirus Cases Rise – Bloomberghttps://t.co/TvF4L0fyTc

— Christophe Barraud (@C_Barraud) November 15, 2020

 

#Eurozone: Latest Restrictions Linked To #Covid_19 (An Update)https://t.co/yMbqqvdOOn

— Christophe Barraud (@C_Barraud) November 12, 2020

 

1/21. Nov 15 to Nov 21 – #COVID19 Daily Epidemic Forecasting for 209 countries with our NEW risk maps!!!
Data: @ECDC_EU or https://t.co/lsAJmfF616 or https://t.co/YgpOxMJcyy

Dashboard: https://t.co/oQTM2049s9

Powered by @ISG_UNIGE & @SDSCdatascience pic.twitter.com/5nEH8U58ur

— Antoine FLAHAULT (@FLAHAULT) November 14, 2020

 

Germany (data)

#Germany's confirmed #coronavirus cases rise by 16,947 – RKI – Reutershttps://t.co/ED7uxIwjGm pic.twitter.com/lz2lCuq93B

— Macro Brief (@macroandfinance) November 15, 2020

#Germany will have to live with “considerable restrictions” against the spread of the coronavirus for at least the next four to five months, Economy Minister Peter Altmaier told Bild am Sonntag newspaper in an interview.

— Christophe Barraud (@C_Barraud) November 15, 2020

#Germany Plans Hundreds of Vaccine Centers in December, Welt Says – Bloomberghttps://t.co/OKRld3LDe7

— Christophe Barraud (@C_Barraud) November 15, 2020

 

Spain (data)

Se reducen respecto al sábado pasado los casos notificados por todas las CCAA menos Asturias, ojalá sigamos con esta tendencia https://t.co/Izrb5F3iwa

— Miguel Ángel Reinoso (@mianrey) November 14, 2020

Se reduce el número de pacientes COVID-19 en España por cuarto día consecutivo:

17.405 HOSPITALIZADOS
[-796 ]
1 crece
4 sin cambios
14 decrecen

3.017 UCI
[+10 ]
8 crecen
4 sin cambios
7 decrecen pic.twitter.com/bbF1pXdksP

— Miguel Ángel Reinoso (@mianrey) November 14, 2020

2/4) ÉVOLUTION DE #COVID19 À #BARCELONE, publiée aujourd'hui 14/11 08h40 correspondant hier (3 derniers jours provisoires), des 14 derniers jours. Oubreak Risk, CFR, R-eff, Hospitalisation et décès, descente. CFR à 30 jour, légère augmentation (pour USI lire 4/4) Source @salutcat pic.twitter.com/GPPtku62HI

— Ramon Fornos (@ramonfornose) November 14, 2020

4/4) #USI : À partir du 6/11, les données sur les admissions en USI sont les informations des centres du Système de Santé Intégral Public avec centres privés. Données seulement du global de la Catalogne : 583 cas actif. R-eff Catalogne : 0.83. Source : @salutcat pic.twitter.com/HH2fEBcDnn

— Ramon Fornos (@ramonfornose) November 14, 2020

 

France (data)

Nouveaux cas #COVIDー19 détectés

Source SPF (14/11 – date de réception des tests)
⬇️32095 cas (-63,05% vs j-7)
⬇️Moyenne à 29413 (-42,18% vs j-7)

Source SIDEP (11/11⚠️férié – date de prélèvement)
5008 cas (-89,87% vs j-7)
Moyenne à 28476 (-38,89% vs j-7) pic.twitter.com/QHAibc3Gk2

— Guillaume Saint-Quentin (@starjoin) November 14, 2020

Mise à jour avec les données du 14/11 (11/11 pour les tests) : https://t.co/oGJiH6e9rU

⚠️Les données du jour pour les tests correspondent aux personnes prélevées le 11/11 (jour férié), de nombreux labos étaient fermés.@EricBillyFR @Le___Doc #COVID19france pic.twitter.com/CRuvdFTQmo

— Germain Forestier (@gforestier) November 14, 2020

Mise à jour avec les données du jour pour les tests (11/11). Seules les données des 09-10-11/11 sont disponibles pour la S46 (cette semaine).

⚠️Les données du jour pour les tests correspondent aux personnes prélevées le 11/11 (jour férié), de nombreux labos étaient fermés. pic.twitter.com/7eu3C9McTP

— Germain Forestier (@gforestier) November 14, 2020

[THREAD]#MétéoCovidFrance du 14 novembre

Hospitalisations

France Métropolitaine :
2189 entrées ⬇️ J-7 (2439)
Moyenne 2504,14 ⬇️ J-1 (2539,86)

DOM :
13 entrées ⬇️ J-7 (19)
Moyenne 17,86 ⬇️ J-1 (18,71)

La suite ⤵️ pic.twitter.com/m4hSXKThtQ

— Guillaume Saint-Quentin (@starjoin) November 14, 2020

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

32648 Hospitalisations
[-208 ]
4 en hausse
4 stable
10 en baisse

4855 Réanimations
[-32 ]
4 en hausse
3 stable
11 en baisse pic.twitter.com/qm7qnIDfym

— Fabien_L (@Fabien_L) November 14, 2020

The pressure on #France’s intensive-care wards eased for the 1st time in weeks, as seriously ill patients now occupy 96% of the initial ICU capacity, health authorities reported. That rate ⬆ in the last weeks to reach 96.6% on Thursday, a level at which it remained on Friday.

— Christophe Barraud (@C_Barraud) November 14, 2020

1/ Quelques données chiffrées sur les tests antigéniques vendus en pharmacie.

Ces données sont extrapolées à partir d'un panel de 14000 pharmacies (~21000 en France)

882 008 tests vendus du 29/10 au 12/11

source : https://t.co/uoKeB6Ccwq pic.twitter.com/Uhcw429fnz

— Germain Forestier (@gforestier) November 15, 2020

 

Italy (data)

In Italia 37.255 nuovi casi nelle ultime 24 ore (con 227 mila tamponi) e 544 morti I… https://t.co/fR33yVGTd9 pic.twitter.com/063Ah1Amyj

— Corriere della Sera (@Corriere) November 14, 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

United States #Covid_19: Daily Summary (November 15th)
➡ Regiona/national data
➡ Restrictionshttps://t.co/HI1DX0fWkE

— Christophe Barraud (@C_Barraud) November 15, 2020

Unfortunately, in this context, deaths are likely to rise further. pic.twitter.com/nWo9CrY6CM

— Christophe Barraud (@C_Barraud) November 15, 2020

Here’s the latest on the coronavirus pandemic https://t.co/C8ayb1QQgQ

— Bloomberg Asia (@BloombergAsia) November 14, 2020

Congress must now do a Covid Relief Bill. Needs Democrats support. Make it big and focused. Get it done!

— Donald J. Trump (@realDonaldTrump) November 14, 2020

Joe Biden has made ambitious commitments to address global warming. Here's what top climate experts advise him to do in order to actually get the job done https://t.co/aBcYvI8Zl1 via @climate

— Bloomberg Asia (@BloombergAsia) November 15, 2020

 

Asia

#Asia Pacific Nations Sign the World’s Biggest #Trade Deal – Bloomberghttps://t.co/q4dfynUHD8

— Christophe Barraud (@C_Barraud) November 15, 2020

EXCLUSIVE | Japan will be able to export 86% of its industrial goods tariff-free to China under the Regional Comprehensive Economic Partnership to be signed on Sunday.https://t.co/92zqjwxM5J

— Nikkei Asia (@NikkeiAsia) November 14, 2020

China’s manufacturers are worried the U.S. will remain hostile toward the nation under Joe Biden https://t.co/2Ofi4TfWIv

— Bloomberg Economics (@economics) November 15, 2020

The deal stands as a potent symbol of Beijing’s growing economic sway in Southeast Asia at a time of uncertainty over Washington’s economic ties with the region. https://t.co/5TvjDzx1wJ

— The New York Times (@nytimes) November 15, 2020

 

Europe

#Europe #Covid_19: Daily Summary (November 15th)

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

HT @FLAHAULT, @macroandfinance, @mianrey, @ramonfornose, @gforestier, @starjoin, @Fabien_L, @Corriere https://t.co/nWtAbsrkUN

— Christophe Barraud (@C_Barraud) November 15, 2020

#Germany damps Christmas hopes. Will have to live w/considerable restrictions against spread of coronavirus for at least next 4-5mths, EconMin Altmaier told Bild am Sonntag. Number of infections still far too high, he currently saw little leeway for opening restaurants & cinemas. pic.twitter.com/3JaAVvuJXN

— Holger Zschaepitz (@Schuldensuehner) November 15, 2020

The ECB should put ultra-cheap loans at the core of its next stimulus package being prepared for December, Governing Council member Madis Muller says (via @Skolimowski & @ottummelas) https://t.co/3j8L82XHYp

— Bloomberg Economics (@economics) November 15, 2020

U.S. Likely to Show Snapshot of Resilience in Retail: Week Ahead – Bloomberghttps://t.co/yMxZEwzP2w

— Christophe Barraud (@C_Barraud) November 15, 2020

UK to ban sale of new petrol and diesel cars from 2030: FT https://t.co/Q7WbFjplh9 pic.twitter.com/Tj69mKT9ZX

— Reuters Business (@ReutersBiz) November 14, 2020

News

Goldman Pinpoints Temperature Below Which COVID-19 Outbreaks Start To Accelerate https://t.co/74MRNTEAmE

— zerohedge (@zerohedge) November 15, 2020

We’ve got to convince people to take the #Covid19 vaccine, #DrFauci told me. Some vaccine-skeptics though might be persuaded once they see how effective it is especially as #SARSCov2 cases surge across the U.S. via @business https://t.co/dHHzpkrHuM

— Jason Gale (@jwgale) November 15, 2020

 

Restrictions (NYT Compilation)

Inslee to ban indoor gatherings and dining, plus issue more #COVID_19 restrictions for #Washington state, industry sources say – Seattle Timeshttps://t.co/4MiT78d5S1

— Christophe Barraud (@C_Barraud) November 15, 2020

As our COVID-19 situation changes, we must change with it. Tonight, we announced four measures designed to reduce the rampant spread of infections in our communities, protect our vulnerable, ensure hospital capacity and keep schools & the economy open. pic.twitter.com/Chrifpyedh

— Gov. Doug Burgum (@DougBurgum) November 14, 2020

 

Regional Data

The test positivity rate in the focus areas under NY's Micro-Cluster strategy is 4.83%.

The statewide positivity rate excluding these focus areas is 2.57%.

We continue to take strong action to respond to outbreaks and to stop the spread.

Mask Up.

— Andrew Cuomo (@NYGovCuomo) November 14, 2020

NEW JERSEY #COVID19 UPDATE:
➡️4,395 new positive cases
➡️274,736 cumulative total cases
➡️26 new confirmed deaths
➡️14,747 total deaths

These numbers are alarming and concerning, to say the least. Wear a mask. Social distance. Stay safe.

Learn more: https://t.co/JW1q8awGh7 pic.twitter.com/Ydj7sl4fUO

— Governor Phil Murphy (@GovMurphy) November 14, 2020

Today's #COVID19 update:

– 1,180 new cases, totaling 63,171 cases statewide

– 10 additional deaths, totaling 1,208 deaths statewide

– 480 current COVID-19 hospitalizations across the state

Stay home. Slow the spread. Save lives.

More info here: https://t.co/TuuEhkXpU7 pic.twitter.com/sH1RMvaRnx

— Michelle Lujan Grisham (@GovMLG) November 14, 2020

Minnesota health officials reported more than 8,000 new COVID-19 cases Saturday, the highest single-day record yet. The state also reported 35 more deaths.​ https://t.co/yuyZug8KUy

— FOX 9 (@FOX9) November 15, 2020

Coronavirus cases are surging across the U.S.

In some of the hardest-hit states of the current wave, new cases are up by:
North Dakota: +58%
South Dakota: +28%
Iowa: +201%
Wisconsin: +50%
Wyoming: +89% https://t.co/BGZHKFpfbQ

— NPR Politics (@nprpolitics) November 12, 2020

 

National data (CDC, Covid Tracking Project, Johns Hopkins University, New York Times)

November 14 COVID-19 Test Results; Record Hospitalizations https://t.co/znHI66zqOi pic.twitter.com/pmTRu8nZW0

— Bill McBride (@calculatedrisk) November 14, 2020

38 states reported over 1k cases. CO, IN, KY, MD, MN, MO, MT, ND, NH, NJ, NV, PA, WV, and UT all set records for detected cases. (5 states did not report cases.) pic.twitter.com/3Gi0ieFO3i

— The COVID Tracking Project (@COVID19Tracking) November 14, 2020

Looking at the weekly numbers, we see the same patterns we've seen for the past couple weeks. Tests are rising, but cases, hospitalizations, and deaths are rising much faster. pic.twitter.com/yXgb34QkWR

— The COVID Tracking Project (@COVID19Tracking) November 14, 2020

U.S. reports record #Covid hospitalizations as states roll out restrictions ahead of Thanksgiving – CNBChttps://t.co/ZYEzhI9vY5

— Christophe Barraud (@C_Barraud) November 15, 2020

U.S. #coronavirus deaths accelerate to an average of 1,100 a day – Axioshttps://t.co/laNhN8kdhy

— Christophe Barraud (@C_Barraud) November 15, 2020

 


 

Daily New Confirmed Cases

 

Daily New Confirmed Cases (7-day moving average)

 

Daily New Tests (7-day moving average)

 

Positivity Rates (7-day moving average)

 

Daily New Confirmed Deaths (7-day moving average)

Unfortunately, in this context, deaths are likely to rise further. pic.twitter.com/nWo9CrY6CM

— Christophe Barraud (@C_Barraud) November 15, 2020

Valuation dispersion beyond 01 wides. W/ leads accelerating throughout 2021 gap likely fades. Anything with a ticker vs tech. pic.twitter.com/eFCDSecsZI

— Teddy Vallee (@TeddyVallee) November 15, 2020

7. Bird Box for bears

h/t @thedogchart $SPX $SPY pic.twitter.com/0VvPSq0xN7

— Callum Thomas (@Callum_Thomas) November 14, 2020

8. Value vs Growth — biggest 1-day % move on record.

Question: "Is this *the* turning point?"
Me: "if not now, then when"https://t.co/2VouS9xIUM pic.twitter.com/Kho2cpPSOj

— Callum Thomas (@Callum_Thomas) November 14, 2020

80% of global bonds comes with a #yield less than 2%. pic.twitter.com/vALO9eOjQQ

— jeroen blokland (@jsblokland) November 15, 2020