Archive | June, 2020

US enters 2nd wave of Covid19 infections

Note : Most charts shown below are available to subscribers in the COVID19 analytics section. Summary Economic mobility in US increasing at a slower pace than Covid-19 infections, contrary to rest of G7. At a state level, New York, New Jersey, Massachusetts & Michigan are leading economic mobility recovery vs infections. US has moved from […]

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SA post-lockdown economic recovery

[SA Home]       [SA Market Commentary]        [Models & Charts] SA has endured over 70 days of lock downs and it would be instructive for us to examine how this has effected the economy. Instead of using traditional economic indicators that have a month or more delay we can examine high frequency […]

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NBER declares 2020 recession dates

The National Bureau for Economic Research (NBER) has announced official start dates for the 2020 US recession. It is very rare for such quick pronouncements (they are normally made 9-12 months after the fact) but the fact that 90% of the economy came to a sudden halt, has led to such deep declines in their […]

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