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Good morning. Jackson Hole. Was it what you thought it would be? So meh in so many ways years after years. Central bankers can't do too much. What has Kuroda
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Don't mean to boast, but I did call this like several months ago & that fatality is down & key to that is treatment & that we know now more
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Good morning: Let's talk about where we are in terms of recovery in Asia, the Eurozone and the USA.Below is manufacturing PMIs. Note the following:* US contraction less than Eurozone
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Also if you want to think ahead (data in PMI charts from July), here are the latest trends of Covid:US cases rolling over, as in peaked a while a go
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Let's compare Sweden & the United Kingdom: The UK had severe lock-down & Sweden didn't.Here is GDP Sweden and the United Kingdom deaths per millions. Remember that Swedish people
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India CPI is 6.1% on higher food CPI (+7.9%) so its real yield is pretty negative. But did you know that China food CPI is even higher at +11.1%YoY &
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Something interesting is happening: Americans are staying home this summer & not roaming around Europe. Did you know that 29.1 million Americans visited Europe in 2019 & that's more than
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Here is the updated of US data using the latest. Chart below shows new deaths & new confirmed in a 10:1 ratio (cases to the left scale & deaths to
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Now that we've gone through China soft data (don't forget that this is month over month so we're still behind pre Covid esp employment), let's look at USA Covid data.
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US Covid-19 deaths are falling while new confirmed cases have increased in recent days. The question regarding this is:a) Is the virus mutating to be less deadly?b) Treatment better?c) Other
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Okay, we start today w/ US Covid-19 latest confirmed, deaths, ratios (deaths/confirmed & deaths/confirmed a week ago) & growth of deaths & confirmed.Latest Covid-19 7-day daily average increase of cases
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Ready? Here is the latest Google Mobility from best to worst for Asia, USA, and Europe versus the base line (before Covid-19).Took an average of retail, grocery, transit & workplace
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