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World slump - weak rebound
26 Mar 2020 - Charles DumasWidespread hopes for a V-shaped recovery from the impending recession will probably be dashed. And stock markets are only likely to rebound sharply if they fall a lot further from here – at Tuesday's Close the S&P index.
#Equities #Recession #Covid19 #Bear Market
The bear and fear stalk the world
10 Mar 2020 - Charles DumasGlobal spread of the Covid-19 virus looks likely to cause a worldwide recession and bear market in stocks. Nobody knows how serious the disease is likely to be. But The Brookings Institution’s estimates suggest a.
#Equities #Recession #Covid19 #Stock Market #Bear Market
The rules to being a sellside economist
21 Jan 2020 - Dario Perkins1) Economic forecasts: Forecasting GDP is basically a waste of time - no investor actually cares what this backward-looking gauge of the economy is doing. But getting it "right" is one of the few (though dubious) ways.
#Central Banks #Liquidity #GDP #Recession
