Daily Archives: November 22, 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 50 per 100,000 inhabitants.


Source: European Centre for Disease Prevention and Control (data as of Nov. 21st)


#Eurozone: Latest Restrictions Linked To Covid-19 (An Update)https://t.co/yMbqqvdOOn

— Christophe Barraud (@C_Barraud) November 21, 2020


1/21. Nov 22 to Nov 28 – #COVID19 Daily Epidemic Forecasting for 209 countries with 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/WaJBANU03q

— Antoine FLAHAULT (@FLAHAULT) November 21, 2020


Germany (data)

#Germany's confirmed coronavirus cases rise by 15,741 to 918,269 – RKI – Reutershttps://t.co/U1hvNt0DQ6 pic.twitter.com/ryjumVkWHN

— Macro Brief (@macroandfinance) November 22, 2020


Spain (data)


✔️ 14/11 —> 18.589
✔️ 07/11 —> 23.394
✔️ 31/10 —> 25.265
✔️ 24/10 —> 19.199
✔️ 17/10 —> 11.536

Se notifican 4.363 casos menos que el sábado pasado

⚠️ —> + + +

— Miguel Ángel Reinoso (@mianrey) November 21, 2020

Sigue reduciéndose el número de pacientes ingresados por coronavirus en España:

[-888 ]
1 crece
17 decrecen

2.915 UCI
[-33 ]
4 crecen
5 sin cambios
10 decrecen pic.twitter.com/yoTbXpSghW

— Miguel Ángel Reinoso (@mianrey) November 21, 2020


France (data)

#COVIDー19 détectés

Source (21/11 – date de réception des tests)
➡️17881 cas (-44,29% vs j-7)
➡️Moyenne à 24636 (-11,83% vs j-7)

Source (18/11 – date de prélèvement)
➡️15666 cas (198,34% vs j-7)
➡️Moyenne à 20237 (-3,39% vs j-7) pic.twitter.com/akh3qIOv23

— Guillaume Saint-Quentin – Météo Covid (@starjoin) November 21, 2020

Mise à jour avec les données du 21/11 (18/11 pour les tests) : https://t.co/oGJiH6e9rU

⚠️Les tests antigéniques ne sont pas comptés mais le jour férié (11/11) sort des 7j glissants d'où la légèrement remontée des cas+ en moyenne sur 7j.@EricBillyFR @Le___Doc #COVID19france pic.twitter.com/G8G2fPUlsk

— Germain Forestier (@gforestier) November 21, 2020

Pourcentage de la population testée au moins une fois (positif ou négatif) au COVID-19 (RT-PCR) du 13/05/2020 au 18/11/2020 par classe d'âges par département [France]

Les personnes ayant fait plusieurs tests ne sont comptées qu'une fois. pic.twitter.com/pnIz6v3K39

— Germain Forestier (@gforestier) November 21, 2020

Mise à jour avec les données du jour pour les tests (18/11). Seules les données des 16-17-18/11 sont disponibles pour la S47 (cette semaine).

⚠️Les tests antigéniques ne sont pas comptés mais le jour férié (11/11) sort des 7j glissants, donc l'incidence remonte légèrement. pic.twitter.com/bTADoZzIyC

— Germain Forestier (@gforestier) November 21, 2020

181ème bilan #MétéoCovidFrance du 21 novembre

France Métropolitaine :
1498 entrées ⬇️ J-7 (2189)
Moyenne 2026,43 ⬇️ J-1 (2125,14)

17 entrées ⬆️ J-7 (13)
Moyenne 15,14 ⬆️ J-1 (14,57)

La suite ⤵️ pic.twitter.com/i6DQXQxKt2

— Guillaume Saint-Quentin – Météo Covid (@starjoin) November 21, 2020

Mise à jour par région du nombre total de personne hospitalisé et en Réanimation en France Métropolitaine + DOM. https://t.co/bNcqqr5des

31565 Hospitalisations
[-510 ]
1 en hausse
4 stable
13 en baisse

4493 Réanimations
[-71 ]
4 en hausse
5 stable
9 en baisse pic.twitter.com/ozEiOyjdDQ

— Fabien_L – Météo Covid (@Fabien_L) November 21, 2020

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

Les courbes des décès et des hospitalisations devraient normalement continuer à se suivre. On peut à nouveau anticiper le niveau pic.twitter.com/5oKUHAB0No

— Guillaume Saint-Quentin – Météo Covid (@starjoin) November 21, 2020


Italy (data)

Coronavirus in Italia, il bollettino di oggi 21 novembre: 34.767 nuovi casi e 692 morti https://t.co/jqcTVoYGES pic.twitter.com/h9IPHDUUWT

— Corriere della Sera (@Corriere) November 21, 2020

Il bollettino di oggi In Italia 37.242 nuovi casi e 699 morti https://t.co/CSAiLhIpBj

— Corriere della Sera (@Corriere) November 20, 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)


Regeneron's COVID-19 treatment gets emergency approval from FDA https://t.co/Y06M244nWb pic.twitter.com/IHnRLiAkcY

— New York Post (@nypost) November 22, 2020

CDC Escalates Warning for Cruise Travel, Urging Avoidance – Bloomberghttps://t.co/iO5kzPJRCR

— Christophe Barraud (@C_Barraud) November 22, 2020

BREAKING: Texas National Guard troops arrive to provide mortuary support to El Paso.

A unit of 36 soldiers have been assigned to help work through a backlog of close to 240 bodies at the county morgue. pic.twitter.com/fkxXuY8Rs7

— Keenan Willard (@KeenanKFOX_CBS) November 21, 2020


Restrictions (NYT Compilation)

L.A. County on brink of additional restrictions with more than 4,500 new coronavirus cases – Los Angeles Timeshttps://t.co/udlKrKgekp

— Christophe Barraud (@C_Barraud) November 22, 2020


Regional Data

This weekend is critical to fighting back #COVID19. Here’s a look at the latest indicators:

• 118 patients admitted to the hospital
• 1,345 new cases
• The infection rate 7-day average is 3.11%

Wear a mask.
Avoid large gatherings.
Get tested: https://t.co/Fo48aDofTa

— Mayor Bill de Blasio (@NYCMayor) November 21, 2020

The test positivity rate in the focus areas under NY's Micro-Cluster strategy is 4.34%.

The statewide positivity rate excluding these focus areas is 2.49%.

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

Mask Up.

— Andrew Cuomo (@NYGovCuomo) November 21, 2020

➡️4,679 new positive cases
➡️302,039 cumulative total cases
➡️34 new confirmed deaths
➡️14,934 total deaths

The numbers speak for themselves. Please take this seriously. Wear a mask. Social distance. Avoid large gatherings.https://t.co/JW1q8awGh7 pic.twitter.com/u1jnlFoZiJ

— Governor Phil Murphy (@GovMurphy) November 21, 2020

Today's COVID-19 update:

– 2,353 new cases, totaling 79,440 cases statewide

– 25 additional deaths, totaling 1,350 deaths statewide

– 825 current COVID-19 hospitalizations, another new record high

Stay home. Stay safe. Save lives.

More info here: https://t.co/kYXlyTf5Dr pic.twitter.com/8GTuBEeEKd

— Michelle Lujan Grisham (@GovMLG) November 21, 2020

California added a record 15,442 new coronavirus cases as the state's nighttime curfew kicks in Saturday night https://t.co/DnqzcaZ5Dk

— Bloomberg Asia (@BloombergAsia) November 21, 2020

Oregon breaks record again for daily COVID-19 infectionshttps://t.co/6LtEhoPzjV

— KOMO News (@komonews) November 21, 2020


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

#UPDATES The US currently has 12,019,960 cases and 255,414 deaths, both by far the worst global tolls, according to Johns Hopkins University
The new toll comes just six days after the US crossed the 11-million case threshold pic.twitter.com/KVsX1svVnB

— AFP News Agency (@AFP) November 22, 2020

40 states reported over 1,000 cases today. And four didn't report. New Jersey, California, Mississippi, Idaho, and Oregon reported record numbers of cases. pic.twitter.com/q23xwQ3BW7

— The COVID Tracking Project (@COVID19Tracking) November 22, 2020

California just set a new single-day case high for any state at 15,442.

Only Illinois and Florida have ever reported more than 15k: IL on Nov 13 and FL on July 12. pic.twitter.com/SwoJxSJlKp

— The COVID Tracking Project (@COVID19Tracking) November 22, 2020

November 21 COVID-19 Test Results; Record Hospitalizations https://t.co/2V5oxTaIun Week-over-week case growth is slowing, so maybe cases per day will peak soon (A virtual Thanksgiving is recommended by the CDC). Stay Safe!!! pic.twitter.com/izppDSyeMf

— Bill McBride (@calculatedrisk) November 22, 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)

6. Most insto investors expect stocks to go higher …big turnaround in sentiment vs earlier in the year.

(Evercore ISI survey of 303 institutional investors)

h/t @matthew_miskin pic.twitter.com/SVwJLHI5q1

— Callum Thomas (@Callum_Thomas) November 21, 2020

To set the record straight:

The median earnings yield for the tech sector is near March 2000 levels.

Investors focusing on market cap weighted measurements are completely missing the full picture.

Valuations are truly historic for these high-flying stocks. pic.twitter.com/Gt6ZasgTli

— Otavio (Tavi) Costa (@TaviCosta) November 22, 2020

"We See Vulnerability": JPMorgan Estimates Up To $310 Billion In Forced Selling By Year-End https://t.co/gVArvxkd5N

— zerohedge (@zerohedge) November 21, 2020

Equity Futures traders have cut exposure aggressively – even as $SPX broke to new highs.

The 3-week positioning change is one of the most negative in history – only seen at bottoms, and once when the market was at a high (2017). pic.twitter.com/Hk1HTIRCmF

— Macro Charts (@MacroCharts) November 21, 2020

Potential GDP captures the medium-term productive capacity of an economy, i.e. the labor force & capital stock. So it's not clear why IMF potential GDP (blue) in 2020 falls -6.2% for Italy, -2.5% for Spain, -4.5% for Portugal and -0.6% for Greece? #CANOO @heimbergecon @adam_tooze pic.twitter.com/APjUysOXy8

— Robin Brooks (@RobinBrooksIIF) November 22, 2020


United States #Covid_19: Daily Summary (November 22nd)
➡ Regional/national data
➡ Latest Restrictionshttps://t.co/VxhIb4PWeN

— Christophe Barraud (@C_Barraud) November 22, 2020

Biden's lead over Trump surpasses 6 million votes as more ballots are tallied https://t.co/M1ktdsQmpG pic.twitter.com/e00xSJn7XO

— The Hill (@thehill) November 22, 2020

What will U.S.-China relations look like under Biden?

David Westin explores in this week's Wall Street Week https://t.co/mpkyPSZkwu pic.twitter.com/zK80m83FkJ

— Bloomberg TV (@BloombergTV) November 21, 2020

Here’s a look at how the U.S. fell behind China in the fight against climate change, and what it means for the future of our planet. https://t.co/nOoDKU9EuY pic.twitter.com/y9Pf5tAENa

— CNBC (@CNBC) November 21, 2020

Twitter and Facebook will hand over their presidential accounts to the Biden administration in January. The process is being done in close consultation with the National Archives and Records https://t.co/EKfpr5iA7c pic.twitter.com/k4VxZsB123

— Reuters (@Reuters) November 22, 2020

Busy Week for U.S. Economy Builds to Black Friday: Eco Week – Bloomberghttps://t.co/ciOtggmTfi

— Christophe Barraud (@C_Barraud) November 22, 2020



China regulations spur investors to reassess tech sector https://t.co/n45dGSUWVA

— FT China (@ftchina) November 22, 2020

Hong Kong will give a one-time $645 payment to anyone in the city who tests positive for Covid-19 to encourage people to take tests for the virus https://t.co/D4iZuTEOky

— Bloomberg Asia (@BloombergAsia) November 22, 2020

Coronavirus resurgence in South Korea leads Seoul to close pubs and nightclubs https://t.co/5qc7INPhQN

— SCMP News (@SCMPNews) November 22, 2020

China calls for 'global firewall' to halt spread of COVID-19.https://t.co/6gWTgm82W3

— Nikkei Asia (@NikkeiAsia) November 22, 2020

OIL REFINING: For the first time since the start of the modern oil age in 1859, the US is about to lose its crown as the world’s largest petroleum refiner. China is about to become number one | #OOTT @saketsundria @gersonjr @RefinedRachel https://t.co/seWjoGgV9N

— Javier Blas (@JavierBlas) November 22, 2020

Taiwan says unnamed U.S. official is visiting, cannot give details https://t.co/YI79oQyvSy pic.twitter.com/SF2d9R0mwY

— Reuters (@Reuters) November 22, 2020



#Europe #Covid_19: Daily Summary (November 22nd)

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

HT @FLAHAULT, @macroandfinance, @mianrey, @gforestier, @starjoin, @Fabien_L, @Corriere https://t.co/PmcXXuvC5K

— Christophe Barraud (@C_Barraud) November 22, 2020

#Eurozone: Latest Restrictions Linked To Covid-19 (An Update)https://t.co/yMbqqvdOOn

— Christophe Barraud (@C_Barraud) November 21, 2020

England to end lockdown, shift to tiered COVID-19 restrictions https://t.co/69B105gu3v pic.twitter.com/Saxx2YBMOd

— The Hill (@thehill) November 22, 2020

#France #Covid_19 | Gabriel Attal, porte-parole du gouvernement : "Les assouplissements du confinement se feront en trois temps" – JDDhttps://t.co/0A3M0QpPeq

— Christophe Barraud (@C_Barraud) November 22, 2020

Britain will boost government spending to ease the "enormous strain" from the coronavirus pandemic, Chancellor Sunak says https://t.co/Ak6pmfJhfX

— Bloomberg Economics (@economics) November 22, 2020

Greece expects economic output to shrink more than previously forecast this year after imposing a second national lockdown https://t.co/LozK0ttaUq

— Bloomberg Economics (@economics) November 22, 2020