Sunday Brief – October 11th 2020
Americas
Pelosi rejects increased US stimulus offer – FThttps://t.co/ephyjkOZhH
— Christophe Barraud (@C_Barraud) October 10, 2020
Trump's stimulus proposal draws opposition from congressional Democrats and Republicans https://t.co/eF2F1YxDm3 pic.twitter.com/kT0SCzE54K
— Reuters Business (@ReutersBiz) October 10, 2020
Pelosi Calls Trump Plan ‘One Step Forward, Two Steps Back’ – Bloomberghttps://t.co/udqS6RjxaH
— Christophe Barraud (@C_Barraud) October 10, 2020
JPMorgan estimates there could be tax-related equity selling of about $200 billion around a prospective increase in the capital gains rate, impacting U.S. stocks by about 5% — similar to what was seen in late 1986 and 2012 – Bloomberg
*Link: https://t.co/nN9Ow9cUCo pic.twitter.com/I5YSxmnM7X— Christophe Barraud (@C_Barraud) October 11, 2020
President Trump is no longer considered a coronavirus transmission risk to others, his physician says https://t.co/nKrrnW6On5
— Bloomberg Asia (@BloombergAsia) October 11, 2020
Feds may target #Google’s #Chrome browser for breakup – Politicohttps://t.co/nUgszLbw3F
— Christophe Barraud (@C_Barraud) October 11, 2020
Inside the US campaign to cut #China out of the tech supply chain – Nikkei
*#Apple, #Google and others shift production to prepare for 'decoupled' global market
*Link: https://t.co/ARSHpjPBqM pic.twitter.com/cBD72GROEZ— Christophe Barraud (@C_Barraud) October 11, 2020
Asia
India closes in on US as coronavirus cases cross 7-million mark https://t.co/46aw6VCJYI
— SCMP News (@SCMPNews) October 11, 2020
Asian emerging markets must brace for coming wave of ratings downgrades – and debt defaults – CNBChttps://t.co/rQJid52mnS
— Christophe Barraud (@C_Barraud) October 11, 2020
The Philippines and China foreign ministers reaffirmed the “continuing vitality” of their countries’ relations amid recent tensions in the South China Sea https://t.co/OxsFHu1zhT
— Bloomberg Asia (@BloombergAsia) October 11, 2020
North Korea displayed what appeared to be its largest-ever intercontinental ballistic missile during a nighttime military parade in Pyongyang on Saturday, but it was not immediately clear if the missile would work or was for show.https://t.co/g1uoKDeWAv
— The New York Times (@nytimes) October 11, 2020
North Korea unlikely to fire new 'monster' ICBM before US election.https://t.co/oQCUSBAerV
— Nikkei Asia (@NikkeiAsia) October 11, 2020
Europe
#Europe #Covid_19: Daily Summary (October 11th)
*Focus on #Germany, #Spain, #France and #Italy
HT @FLAHAULT, @macroandfinance, @ngbpadel2, @starjoin, @gforestier, @Fabien_L, @Corrierehttps://t.co/HAW7xqW57t
— Christophe Barraud (@C_Barraud) October 11, 2020
Here’s the latest on the coronavirus pandemic https://t.co/uHm7mRqO7Z
— Bloomberg Asia (@BloombergAsia) October 10, 2020
Seven in 10 Britons Support Local Lockdowns: Ipsos MORI Survey – Bloomberghttps://t.co/NZZNErq1h4
— Christophe Barraud (@C_Barraud) October 11, 2020
A 4Q GDP Contraction Will Become Soon the Base Case Scenario In Several European Countrieshttps://t.co/IOYpTfT2Ud
— Christophe Barraud (@C_Barraud) October 10, 2020
The end of the V-shaped recovery? Economists are beginning to lower their Q4 forecasts due to resurgence in Covid-19 cases. Increased govt restrictions could lead to a contraction in Eurozone GDP in Q4 even in the case that national lockdown measures are avoided, RBC says. pic.twitter.com/FIOT47pys9
— Holger Zschaepitz (@Schuldensuehner) October 11, 2020
The Italian economy will contract 10% in 2020 and make a partial recovery next year with growth of 4.8%, Confindustria says https://t.co/YpYABwEcPD
— Bloomberg Economics (@economics) October 10, 2020
UK urges businesses to prepare for end of Brexit transition https://t.co/mIT3DzgOCa pic.twitter.com/GHQudBL5Vt
— Reuters Business (@ReutersBiz) October 11, 2020
Lithuanians are voting in a general election that’s shaping up to be the most unpredictable in years https://t.co/f2UrUg5NU9
— Bloomberg Asia (@BloombergAsia) October 11, 2020