RECENT ARTICLES
Europe Covid-19: Daily Summary (September 24th) - Christophe Barraud
According to the European Centre for Disease Prevention and Control, 28 European countries (v 27 yesterday) have crossed a key threshold of new coronavirus infections. Latest data showed that the countries have recorded cumulative 14-day infection totals higher than 20 per 100,000 inhabitants, considered an early alarm level by many health experts. Source: 's confirmed cases rise by 2,143 on Thu. (v 1,769 prior and 2,194 last Thu.) – RKI*Link: — Christophe Barraud (@C_Barraud) Datos por comunidades 23/09/2020:⚠️Hoy hay 11.289 nuevos positivos.– Evolución IA= Incidencia...…According to the European Centre for Disease Prevention and Control, 28 European countries (v 27 yesterday) have crossed a key threshold of new coronavirus infections. Latest data showed that the countries have recorded cumulative 14-day infection totals higher than 20 per 100,000 inhabitants, considered an early alarm level by many health experts. Source: 's confirmed cases rise by 2,143 on Thu. (v 1,769 prior and 2,194 last Thu.) – RKI*Link: — Christophe Barraud (@C_Barraud) Datos por comunidades 23/09/2020:⚠️Hoy hay 11.289 nuevos positivos.– Evolución IA= Incidencia...WW…
Saturday Brief - August 8th 2020 - Christophe Barraud
🇺🇸 Says He’ll Order Unemployment Payments If Impasse Persists – Bloomberg— Christophe Barraud🛢 (@C_Barraud)Trump’s increasingly aggressive stance against China has opened the door for hard-liners in the administration less than 90 days before the U.S. election— Bloomberg Next China (@next_china)🇺🇸 , Chronicler of Day Trader Stock Demand, To Shut Down – Bloomberg— Christophe Barraud🛢 (@C_Barraud)🇨🇳 🇺🇸 🇭🇰 's office says U.S. sanctions 'clowning actions' as tensions escalate – Reuters— Christophe Barraud🛢 (@C_Barraud)🇨🇳 to Expand Policy Support for Exporters, Xinhua Says – Bloomberg—...…🇺🇸 Says He’ll Order Unemployment Payments If Impasse Persists – Bloomberg— Christophe Barraud🛢 (@C_Barraud)Trump’s increasingly aggressive stance against China has opened the door for hard-liners in the administration less than 90 days before the U.S. election— Bloomberg Next China (@next_china)🇺🇸 , Chronicler of Day Trader Stock Demand, To Shut Down – Bloomberg— Christophe Barraud🛢 (@C_Barraud)🇨🇳 🇺🇸 🇭🇰 's office says U.S. sanctions 'clowning actions' as tensions escalate – Reuters— Christophe Barraud🛢 (@C_Barraud)🇨🇳 to Expand Policy Support for Exporters, Xinhua Says – Bloomberg—...WW…
Preview: U.S. Existing Home Sales For November Will Surprise Downward Amid Lack Of Supply And Virus Resurgence - Christophe Barraud
On Tuesday, the National Association of Realtors (NAR) will release the Existing Home Sales (EHS) for November. According to the Bloomberg consensus, EHS should decrease by 2.2% MoM to 6.70M SAAR.→ My proxies confirm that EHS will surprise downward*. It will be the first drop since May 2020. Local/state figures suggest that national existing home sales (non-seasonally adjusted: NSA) are likely to have risen again on a YoY basis in November (fifth straight rise). The pace of increase (NSA) would probably exceed 20% YoY but it should be lower than in October (+24% YoY)....… On Tuesday, the National Association of Realtors (NAR) will release the Existing Home Sales (EHS) for November. According to the Bloomberg consensus, EHS should decrease by 2.2% MoM to 6.70M SAAR.→ My proxies confirm that EHS will surprise downward*. It will be the first drop since May 2020. Local/state figures suggest that national existing home sales (non-seasonally adjusted: NSA) are likely to have risen again on a YoY basis in November (fifth straight rise). The pace of increase (NSA) would probably exceed 20% YoY but it should be lower than in October (+24% YoY)....WW…
Morning Brief - August 13th 2020 - Christophe Barraud
U.S. Daily Coronavirus Case Count Drops to Lowest Level Since Early August – WSJ— Macro Brief (@macroandfinance)🇺🇸 No sign of a stimulus deal in sight as Mnuchin, Pelosi phone call yields no progress – CNBC— Christophe Barraud🛢 (@C_Barraud)Mnuchin renews a push for a more limited pandemic relief package of “a little more than” $1 trillion— Bloomberg Economics (@economics)🇺🇸 plans to terminate payroll tax but will protect Social Security – Fox Business— Christophe Barraud🛢 (@C_Barraud)Mnuchin and Kudlow say a congressional vote is needed to cut the capital gains tax— Bloomberg Economics...…U.S. Daily Coronavirus Case Count Drops to Lowest Level Since Early August – WSJ— Macro Brief (@macroandfinance)🇺🇸 No sign of a stimulus deal in sight as Mnuchin, Pelosi phone call yields no progress – CNBC— Christophe Barraud🛢 (@C_Barraud)Mnuchin renews a push for a more limited pandemic relief package of “a little more than” $1 trillion— Bloomberg Economics (@economics)🇺🇸 plans to terminate payroll tax but will protect Social Security – Fox Business— Christophe Barraud🛢 (@C_Barraud)Mnuchin and Kudlow say a congressional vote is needed to cut the capital gains tax— Bloomberg Economics...WW…
U.S. Presidential Election: First Reactions To Biden/Trump Debate - Christophe Barraud
President Donald Trump and former vice president Joe Biden have faced off in Cleveland for the first of the presidential debates. According to , they “hurled insults and repeatedly interrupted each other in their first debate Tuesday, sparring over topics that included the coronavirus, the economy and their families“. – Debate Slips Into Chaos as Insults Drown Out Issues – Bloomberg— Christophe Barraud (@C_Barraud) Tuesday night’s debate devolved into chaos and an unrelenting volley of personal attacks as President Trump derailed the night by repeatedly talking over former Vice...…President Donald Trump and former vice president Joe Biden have faced off in Cleveland for the first of the presidential debates. According to , they “hurled insults and repeatedly interrupted each other in their first debate Tuesday, sparring over topics that included the coronavirus, the economy and their families“. – Debate Slips Into Chaos as Insults Drown Out Issues – Bloomberg— Christophe Barraud (@C_Barraud) Tuesday night’s debate devolved into chaos and an unrelenting volley of personal attacks as President Trump derailed the night by repeatedly talking over former Vice...WW…
Saturday Brief - September 26th 2020 - Christophe Barraud
Wall Street rallied on Friday, but the Dow and the S&P 500 still posted their longest weekly losing streaks since August 2019, as fears of a slowing economy sparked an almost month-long rout. More here:— Reuters Business (@ReutersBiz)🇺🇸 | S&P 500’s Fourth Week of Losses Sounds Alarm on Economic Growth – Bloomberg*Link:— Christophe Barraud🛢 (@C_Barraud)Rise in virus cases adds to economic uncertainty ahead of U.S. election— Reuters Business (@ReutersBiz)🇺🇸 Pelosi, Mnuchin Resume Talks on U.S. Fiscal Stimulus With Call – Bloomberg— Christophe Barraud🛢 (@C_Barraud)🇺🇸 Tells Associates...…Wall Street rallied on Friday, but the Dow and the S&P 500 still posted their longest weekly losing streaks since August 2019, as fears of a slowing economy sparked an almost month-long rout. More here:— Reuters Business (@ReutersBiz)🇺🇸 | S&P 500’s Fourth Week of Losses Sounds Alarm on Economic Growth – Bloomberg*Link:— Christophe Barraud🛢 (@C_Barraud)Rise in virus cases adds to economic uncertainty ahead of U.S. election— Reuters Business (@ReutersBiz)🇺🇸 Pelosi, Mnuchin Resume Talks on U.S. Fiscal Stimulus With Call – Bloomberg— Christophe Barraud🛢 (@C_Barraud)🇺🇸 Tells Associates...WW…
United States Covid-19: Daily Summary (November 19th) - Christophe Barraud
Ravaging Long-Term Care Centers at Fastest Pace Since May – Bloomberg*Link: — Christophe Barraud (@C_Barraud) Markets Can't Avoid the Reality of a Dark Winter – Bloomberg*Another great piece from *Link: — Christophe Barraud (@C_Barraud) New York City has reached the 3% testing positivity 7-day average threshold. Unfortunately, this means public school buildings will be closed as of tomorrow, Thursday Nov. 19, out an abundance of caution.We must fight back the second wave of COVID-19.— Mayor Bill de Blasio (@NYCMayor) We will likely see additional restrictions across the board in New...…Ravaging Long-Term Care Centers at Fastest Pace Since May – Bloomberg*Link: — Christophe Barraud (@C_Barraud) Markets Can't Avoid the Reality of a Dark Winter – Bloomberg*Another great piece from *Link: — Christophe Barraud (@C_Barraud) New York City has reached the 3% testing positivity 7-day average threshold. Unfortunately, this means public school buildings will be closed as of tomorrow, Thursday Nov. 19, out an abundance of caution.We must fight back the second wave of COVID-19.— Mayor Bill de Blasio (@NYCMayor) We will likely see additional restrictions across the board in New...WW…
Europe Covid-19: Daily Summary (December 17th) - Christophe Barraud
TO IMPOSE HARD LOCKDOWN FROM DEC. 19: HEALTH MINISTER – BBG— Christophe Barraud (@C_Barraud) : Latest Restrictions Linked To (An Update)— Christophe Barraud (@C_Barraud) 1/21. Dec 16 to Dec 22 – Our daily epidemic 7-day-forecasting for 209 countries and territories. Updated maps available.Dashboard: Data: Powered by & — Antoine FLAHAULT (@FLAHAULT) Germany's confirmed coronavirus cases rise by 26,923 – RKI — Reuters UK (@ReutersUK) Chancellor Angela Merkel banged the podium in frustration as she implored Germans this month to reduce social contacts to curb the spread...…TO IMPOSE HARD LOCKDOWN FROM DEC. 19: HEALTH MINISTER – BBG— Christophe Barraud (@C_Barraud) : Latest Restrictions Linked To (An Update)— Christophe Barraud (@C_Barraud) 1/21. Dec 16 to Dec 22 – Our daily epidemic 7-day-forecasting for 209 countries and territories. Updated maps available.Dashboard: Data: Powered by & — Antoine FLAHAULT (@FLAHAULT) Germany's confirmed coronavirus cases rise by 26,923 – RKI — Reuters UK (@ReutersUK) Chancellor Angela Merkel banged the podium in frustration as she implored Germans this month to reduce social contacts to curb the spread...WW…
Morning Brief - November 18th 2020 - Christophe Barraud
WATCH: Wall Street closed lower on weak retail sales, surging cases of COVID-19, and a looming threat of shutdowns— Reuters Business (@ReutersBiz)🇺🇸 United States : Daily Summary (November 18th)➡ Regional/national data➡ Latest Restrictions: , , ,— Christophe Barraud🛢 (@C_Barraud)🌎 *PFIZER PLANS TO FILE FOR EMERGENCY-USE AUTHORIZATION FROM FDA – BBG*PFIZER SAYS SAFETY-DATA MILESTONE REQUIRED BY FDA ACHIEVED— Christophe Barraud🛢 (@C_Barraud)BREAKING: Pfizer says a final analysis of clinical-trial data shows its Covid-19 vaccine is 95% effective— Bloomberg Asia (@BloombergAsia)Pelosi and...…WATCH: Wall Street closed lower on weak retail sales, surging cases of COVID-19, and a looming threat of shutdowns— Reuters Business (@ReutersBiz)🇺🇸 United States : Daily Summary (November 18th)➡ Regional/national data➡ Latest Restrictions: , , ,— Christophe Barraud🛢 (@C_Barraud)🌎 *PFIZER PLANS TO FILE FOR EMERGENCY-USE AUTHORIZATION FROM FDA – BBG*PFIZER SAYS SAFETY-DATA MILESTONE REQUIRED BY FDA ACHIEVED— Christophe Barraud🛢 (@C_Barraud)BREAKING: Pfizer says a final analysis of clinical-trial data shows its Covid-19 vaccine is 95% effective— Bloomberg Asia (@BloombergAsia)Pelosi and...WW…
Morning Brief - August 10th 2020 - Christophe Barraud
🇺🇸 What’s in ’s Executive Actions on Aid—and What’s Not – WSJ— Christophe Barraud🛢 (@C_Barraud)🇺🇸 officials, Democrats spar over legality, substance of executive orders – The Hill— Christophe Barraud🛢 (@C_Barraud)🇺🇸 pledged to permanently scrap the payroll taxes used to fund Social Security and Medicare if he wins re-election – Business Insider— Christophe Barraud🛢 (@C_Barraud)🇺🇸 Kudlow says Trump 'did not mean that he was eliminating the Social Security tax' – The Hill— Christophe Barraud🛢 (@C_Barraud)🇺🇸 Pelosi, Mnuchin open door to narrower COVID-19 aid through 2020 – Reuters— Christophe...…🇺🇸 What’s in ’s Executive Actions on Aid—and What’s Not – WSJ— Christophe Barraud🛢 (@C_Barraud)🇺🇸 officials, Democrats spar over legality, substance of executive orders – The Hill— Christophe Barraud🛢 (@C_Barraud)🇺🇸 pledged to permanently scrap the payroll taxes used to fund Social Security and Medicare if he wins re-election – Business Insider— Christophe Barraud🛢 (@C_Barraud)🇺🇸 Kudlow says Trump 'did not mean that he was eliminating the Social Security tax' – The Hill— Christophe Barraud🛢 (@C_Barraud)🇺🇸 Pelosi, Mnuchin open door to narrower COVID-19 aid through 2020 – Reuters— Christophe...WW…