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1267 days ago

Covid-19: A high level summary of lockdown restriction and weekly infection rate by country

Source: Johns Hopkins

#Macro
Lockdown restriction and weekly onfection rate

1268 days ago

Europe has surpassed the U.S in daily confirmed Covid-19 infections

This is the first time Europe has outpaced the US since late March (source: James Eagle)

#Macro
Daily confirmed covid cases per million people in the U.S and E.U

1268 days ago

Beware of French Zombies
In most developed countries, Covid-19 is having a strong effect on the number of bankruptcies which are actually going down as government intervene to postpone the inevitable. For instance, the average number of bankruptcies (by judgment day) was 4,500 bankruptcies per month. Due to assistance and rule changes they fell to 1,500 recently. But "Zombie" companies that would have failed regardless of the pandemic are piling up. Now that rules are flipping back, we may see a spike in failures in Q4 - source: Charles Schwab, Bloomberg
#Macro
Number of bankruptcies by judgment date in France

1330 days ago

Ireland was the only EU country in which industry produced more in June 2020 than a year earlier

Source: Eurostat, Dan O'Brien

#Macro
Ireland Industrial production

1331 days ago

30-40million US renters are at risk of eviction

Source: The Aspen Institute 

#Macro
US renters
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