Anna Isaac

@Annaisaac

Reporter | anna.isaac@wsj.com | DM for Signal/WhatsApp | formerly , | Markets, trade, economics

London, England
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Joined March 2009
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  1. Retweeted
    19 hours ago

    So to recap, we've now seen statements about the coronavirus released by: --the Fed --the ECB --the Bank of Japan --the World Bank + IMF

    The Group & stand ready to help our member countries address the human tragedy and economic challenge posed by the virus. Read more here:
    3 retweets 7 likes
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  2. Retweeted
    19 hours ago

    "We will use our available instruments to the fullest extent possible, including emergency financing, policy advice, and technical assistance." Unusual joint statement from the heads of the IMF and World Bank on Coronavirus

    4 replies 21 retweets 15 likes
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  3. Retweeted
    22 hours ago

    Some investors and analysts who follow technical signals in markets believe stocks have room for further declines linked to the coronavirus epidemic. Here’s what we’re watching with .

    6 replies 44 retweets 66 likes
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  4. Retweeted
    22 hours ago

    Nokia's CEO is stepping down: ?

    1 retweet 3 likes
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  5. Retweeted
    23 hours ago

    Eurex used to require two weeks' notice if traders wanted to trade from an alternative location. Down to practically a day because of coronavirus. Eurex eases trading rules in coronavirus disaster planning

    5 retweets 2 likes
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  6. Retweeted
    24 hours ago

    My piece today. It is hard to reconcile what is happening in financial markets right now with the belief that the panic is mostly due to supply constraints. Everything is screaming concerns about a longer-term demand slowdown.

    5. The immediate threat is a large supply shock. The subsequent, perhaps even larger threat, is the lingering demand shock markets are now pricing in.
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    11 retweets 24 likes
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  7. Retweeted
    23 hours ago

    Government bond yields plunge and markets reckon 50bp rate cut from the Fed this month is now a certainty >> via

    1 reply 3 retweets 2 likes
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  8. Retweeted
    Mar 2

    Note that the OECD’s chief economist says their “base case” economic forecasts should now be considered the “best case scenario”. That’s how much the outlook has worsened since they finalised their forecasts last week

    This is the best case scenario of the epidemics stays as contained as today. Check the downside scenario where it spread to wider Asia Pacific, Europe and North America. And use our menu of policy options to protect people.
    10 retweets 9 likes
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  9. Mar 2

    Thread on the new OECD figures on global growth just out.

    Shocks: SUPPLY & DEMAND 👇🏻👇🏻👇🏻👇🏻
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    4 likes
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  10. Retweeted
    Mar 2

    I really dont think this is about supply disruption anymore - that was the story two weeks ago. Now we have a potentially v large hit to demand, which could (*could*...) push the world into recession

    This chart - showing containers waiting to be offloaded at Chinese ports - is one which is being closely watched by investors. It's indicative of the shock some fear could creep through supply chains due to virus-related disruption.
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    7 replies 7 retweets 21 likes
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  11. Mar 2

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  12. Mar 2

    All of these charts have been produced by Capital Economics and can be found here:

    1 retweet 2 likes
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  13. Mar 2

    But this chart, showing the impact on food prices in China (worth remembering that swine flu already led to rocketing pork prices) is one that will preoccupy central bankers, amid discussion of coordinate action today. If you look at inflationary impact of a supply shock here:

    1 reply 1 retweet 5 likes
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  14. Mar 2

    Other metrics, such as coal consumption in China, long used as one of the tool to offer a proxy calculation for Chinese GDP (economists have long questioned the accuracy of state produced data about growth) are getting extra attention as people try to calculate the virus' impact.

    1 reply 3 likes
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  15. Mar 2

    This chart - showing containers waiting to be offloaded at Chinese ports - is one which is being closely watched by investors. It's indicative of the shock some fear could creep through supply chains due to virus-related disruption.

    3 replies 15 retweets 16 likes
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  16. Feb 28

    Is this the first reported case of the ‘Carney virus’? Will we all become central bankers?

    Today's front page at the end of an, um, busy week in the world of financial journalism...
    4 replies 3 retweets 24 likes
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  17. Feb 28

    "We shift our moderate pro-risk stance to a neutral position." -

    Global markets have been roiled by fears over the impact of the outbreaks. Our base case: This is a temporary shock, albeit one of unknown depth and duration. Read more on our views here:
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  18. Retweeted
    Feb 28

    10-year Treasury yield continues to slide, falling below 1.2%, as investors pile into safe-havens. w/

    1 retweet
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  19. Feb 28

    One to watch:

    We will conduct an EU-wide analysis of the effects of the outbreak on European industry and businesses and assess it in a month’s time. Meanwhile, we remain in close contact with all EU countries. More →
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    2 likes
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  20. Feb 28

    It's happened; I see normal people are checking in on the stock market. Hey guys, come on in, the water's FRANTIC.

    6 replies 6 retweets 60 likes
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