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8. April 2020
Japan: Service sentiment plunges to an all-time low, as Tokyo fails to rein in the coronavirus outbreak
VIDEO: China's restart - Households are increasingly acting as they did before the coronavirus outbreak
7. April 2020
A necessary but risky restart of Europe's economy has begun: Denmark opts for a peculiar restart strategy or has the 'curve' simply turned too flat?
6. April 2020
Japan: Consumer confidence plunges to the lowest level since March 2009 as the coronavirus outbreak appears out of control
Why are national health authorities not listening to anecdotal evidence from Asia? Credibility is needed if a 'second wave' were to emerge
Germany: Industrial orders fell less-than-expected in February. Nonetheless, IFO survey heralded orders to plunge by 20% shortly before the number of infected persons stood at only 2,700
Britain: Consumer confidence plummets to the lowest level since 2009 shortly before the coronavirus truth was available to the public - Bank of England is not in the mood of money-printing
3. April 2020
USA: The March ISM service index declines much less than market expectations. That said, the situation will deteriorate significantly in April
USA: Nonfarm payrolls plummeted by 701,000 as the report only takes into account payroll activity through March 14. April unemployment rate above 10% is highly likely
Euro-zone: Panic-buying boosts retail sales in February. March retail sales could collapse in the range of 20% to 30%
China: Private service PMI survey shows what lies ahead for the mainland and the rest of the world
2. April 2020
Coronavirus outbreak in Europe: Investors and companies face a future with national health authorities knowing less than they believed in January
Spain: The number of unemployed skyrockets at the worst possible time shortly before peak season
1. April 2020
ISM survey: USA pays a heavy price for a President, who has been more interested in protecting the economy and investors at the expense of ordinary people's health. Both are now losing big time
Sweden: PMI index plunges to the lowest level since April 2009. This time the Riksbank's classic monetary response will not make a difference. Instead, the focus is now on Swedish health authorities
China: A strong rebound in the Caixin PMI index shows that the 'restart process' has begun - but the risk of a 'second wave' this autumn dents the long-term growth potential
31. March 2020
USA: Consumer confidence declines less than expected but based on a preliminary survey conducted before March 19
South Korea: A highly successful containment and testing strategy will not prevent significant economic damage. Business sentiment plunges to the lowest level since 2009
China: A successful containment strategy boosts business sentiment, but the road to 'normal' will be an uphill struggle
30. March 2020
EU business and consumer survey shows a steep decline in economic sentiment. The lockdown makes it impossible for many respondents to create feedback
VIDEO Interview: How is China's 'restart' progressing - and what can Europe learn?
27. March 2020
Declining European consumer and business confidence raises the first critical questions about the shut-down strategy. What would have happened without the shut-down?
26. March 2020
Europe should hurry to create a new 'infrastructure' and social behaviour that will make people feel safe when the 'restart' begins in May - if we are lucky
France: Service sentiment plunged even before the number of infected persons skyrocketed in the second half of March
25. March 2020
USA: No major coronavirus impact on durable goods orders in February. This will change radically in March and the second quarter
Germany: IFO index plummets to the lowest level since 2008 as the coronavirus outbreak hits the shores. The service sentiment index hit a new all-time low
Coronavirus crisis: The aftermath of the 'first wave' is critical for the consequences of the 'second wave'. Do not bet on President Trump to solve the crisis
24. March 2020
USA: Philadelphia Fed service sentiment index collapses to the lowest level on record
Britain: Manufacturing sentiment fell sharply before the number of infected persons skyrocketed in the country. Light at the end of the tunnel in Italy
23. March 2020
South Korea and Taiwan: The economy benefits from a successful containment strategy. Europe and the United States pay a high price for a failed strategy
20. March 2020
USA: The housing market was buoyant shortly before the coronavirus outbreak hit the shores. More than 14000 infected and still growing
Coronavirus update: Households 'playing safe' in the foreseeable future will dent global productivity for a long time to come
19. March 2020
USA: Philadelphia Fed index plunges in March as the first wave of the coronavirus outbreak hits the shores
A possible economic and stock market scenario version 2.0. Containment, testing and a possible vaccine are the crucial factors - and not aggressive 'demand' stimulus measures, at least not at this stage
18. March 2020
USA: Strong housing starts report shortly before 'day zero'
Podcast interview with Steffen Schiottz-Christensen about a slow 'restart process' in China. A 'survival kit' for Europeans in the coming weeks and months
17. March 2020
US retail sales report: Silence before the storm - containment first followed by fiscal stimulus later
Japan: Reuters Tankan business sentiment plummets to the lowest level since 2009
16. March 2020
US Empire State headline index plummets as the first wave of coronavirus outbreak hits the shores
Europe getting it's act together gives rise to some optimism - 'Containment' and stabilising the banking system are the key factors rather than fiscal and monetary easing
China: Economic activity plummets in February in line with anecdotal evidence. Light at the end of the tunnel. 'Containment' is the key factor. Aggressive fiscal stimulus measures should come after 'containment'
13. March 2020
USA: Consumer sentiment index declines in March. The 'real picture' of the coronavirus outbreak could create panic among households
12. March 2020
USA: Inflation will be absent in the very near future as the virus outbreak will hit demand
Coronavirus advise from China: Face masks
11. March 2020
A possible storyboard for the global stock market in a highly unpredictable environment
Coronavirus outbreak: Learn from Taiwan today - and not tomorrow!
10. March 2020
USA: Small business sentiment stays at an elevated level. The number of coronavirus-infected skyrockets amidst a shortage of test kits
China: Skyrocketing pork prices in February. President Xi Jinping has finally enough courage for an inspection tour of Wuhan
9. March 2020
Japan: The Economy Watcher future conditions index plummets to the lowest level since 2009 as Tokyo is left without ammo 
The coronavirus is spreading uncontrollably as European and US authorities have learned little from China's severe mistakes made at the beginning of the crisis. Milan region is 'Wuhan' and Italy is 'Hubei'
6. March 2020
USA: The labour market was strong before the coronavirus hit the shores. The Federal Reserve can print money but not vaccines
Podcast interview with Tom Xiong in Shanghai about the ongoing business impact of the coronavirus outbreak in China - and what Europe can learn from China's experience
Germany: Industrial orders bouncing back in January is history as coronavirus cases skyrocket. Health authorities missed one important point - 30% of population is older than 60
5. March 2020
China: Q1 growth revised down again as the 'restart process' is painfully slow
Brazil: Policymakers launched several of the right reforms, but the country now faces a huge external shock and a currency going into a tailspin
4. March 2020
USA: ISM service sentiment index jumps in February and the orders index skyrockets. The coronavirus outbreak hitting the shores poses a serious threat to the economy
USA: Private employment report shows modest job gains shortly before the full impact of China's manufacturing collapse and the coronavirus outbreak hit US shores
Germany: 'Healthy' households are now exposed to the 'fear factor' as the authorities seem behind the 'coronavirus curve'
Coronavirus outbreak: China has made the storyboard for Europe and the United States. What are the implications?
3. March 2020
Euro-zone: The unemployment rate stays at the lowest level since 2008. The coronavirus hitting the shores could change the situation within a few months if the current 'containment strategy' were to fail
What comes after investors switched from 'complacency' to 'excessive fear'? The aftermath of the coronavirus outbreak could be significant for the corporate sector in China, Europe and the United States
2. March 2020
USA: Manufacturing ISM survey shows weakness shortly before the 'coronavirus fear' hits the shores of the United States
China: Anecdotal evidence from today shows manufacturing improvement but many 'bottlenecks'. Activity in the travel sector has collapsed. Service sector remains weak
Turkey makes yet another policy-mistake by opening the borders to migrants. Europe will respond differently than in 2015, which could turn ugly
Sweden: Manufacturing PMI index continues to recover to the highest level since November 2018. Export orders index skyrockets
China: The headline index in the PMI service and manufacturing surveys plummets to an all-time low in February as the 'restart' turns out to be an uphill struggle. Light at the end of the tunnel - or just the effect of the 'national team'?
28. February 2020
Turkey: Aggressive fiscal and monetary easing boosts Q4 growth. Syrian refugees enter EU after Ankara opens borders to Greece and Bulgaria
The coronavirus outbreak should raise two fundamental questions for policymakers: First, have central banks left our economy defenceless against external shocks? Second, has globalisation gone too far?
Japan: Industrial production bounced back shortly before 'day zero'. Global coordinated monetary easing is in the pipeline
27. February 2020
USA: Anaemic growth in durable goods orders in January. No profound signs of a sharp rebound in corporate spending and policymakers have no ammo to fight a 'black swan'
EU business and consumer survey showed upbeat sentiment shortly before the coronavirus hit the shores more aggressively
Must-listen Podcast interview with Joerg Wuttke, President of the EU Chamber of Commerce in China: Is the coronavirus outbreak a wake-up call to European companies in China? Topics such as a serious shortage in the pharmaceutical sector
26. February 2020
USA: New home sales skyrocketed in January before the coronavirus hit the shores
France: Households were highly upbeat before the coronavirus outbreak due to a strong labour market
Anecdotal evidence from China, telling the truth and how 'nonchalant' health authorities in Europe and the United States underestimated the impact of millions of Chinese travellers and their own citizens visiting China
25. February 2020
USA: Consumer confidence remains upbeat as the coronavirus is 'far away from the shore' - at least so far
France: Business sentiment was robust 'before' the Italian coronavirus outbreak
Germany: Q4 GDP details show weak underlying growth. Coronavirus outbreak in Italy poses a significant risk to other EU countries
Take profit on the 'short US and Japanese stock market' strategy
24. February 2020
Germany: IFO survey shows no signs yet of 'coronavirus impact' - the survey was conducted before the latest outbreak in Italy - 'L-recovery' remains in the pipeline
21. February 2020
USA: Existing home sales report continues to show a robust housing market, which boosts consumer confidence - at least as long as the coronavirus stays at bay
Coronavirus outbreak: South Korean exports increase in February but the number of virus-infected jumps by 500% within a few days. Is Beijing's back-to-work strategy backfiring?
20. February 2020
Turkey: Consumer confidence declines in February close to the lowest level since 2009 despite aggressive monetary and fiscal easing
USA: Philadelphia Fed index skyrockets in February - six-month-outlook jumps
China: PBOC report shows a 'normal' rebound in monetary aggregates in January - but the trend remains weak. Aggressive monetary easing is in the pipeline
China: PBOC cuts policy rates but this will not make workers come back
19. February 2020
China: The risk of misinformation is on the rise as the main focus now is to restart the economy to strengthen a wing-shot 'core leader' in Beijing
Britain: Benign inflation, tight labour market and Boris Johnson's election victory boost business sentiment - The probability of 'significant' fiscal expansion boosted by Javid resignation
Japan: Machinery orders drop in December. The number of non-cruise-ship-related coronavirus cases has more than doubled within a few days
18. February 2020
USA: The absence, so far, of a dramatic increase in the number of virus-infected continues to support the ongoing rebound in manufacturing sentiment
Japan: The economy contracts sharply in the last quarter of 2019 as Tokyo struggles to contain the spread of the coronavirus
Germany: ZEW survey shows a steep decline in investor sentiment as the coronavirus outbreak appears to make an impact
Podcast interview with Klaus Anker Petersen, Brand House Holding, about Beijing's efforts to restart the economy, consequences for the global supply chain and not least new business opportunities created by the outbreak - recorded today
14. February 2020
There will be no updates on Monday - February 17
US retail sales report: A robust economy with a falling growth rate because of 'late-cycle bottle-necks'
China: Insightview reduces Q1 growth forecast again as anecdotal evidence shows slow upstart of production - podcast on Tuesday
Germany: The economy was flat in Q4 as corporate spending and consumption put a drag on growth. Headwinds in 2020 require a political response from a wing-shot Berlin
13. February 2020
France: Unemployment drops to the lowest level since 2008. Coronavirus outbreak poses a significant risk to millions of Chinese tourists visiting the country every year
USA: The fiscal deficit hitting a new record high, by courtesy of President Trump, makes the economy vulnerable
Sell a basket of the US and Japanese stock markets based on valuation and investors underestimating the global economic impact of the coronavirus outbreak