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Economists are scrambling to cut their forecasts for China's first-quarter GDP on the coronavirus outbreak. A handy round-up here: https://www.bloomberg.com/news/articles/2020-02-04/economists-cut-china-s-growth-forecast-on-coronavirus-impact …pic.twitter.com/dFp48Y9PEU
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I'm stealing "There’s no topic that’s so urgent it’s worth you risking your life to discuss" as my new work motto.https://twitter.com/tracyalloway/status/1224630646766592001 …
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Amazing details in here about what everyone's doing to stop the spread of the coronavirus: - China is cleaning its money - Tokyo Disneyland mascots won't hug kids - One bank is telling people to avoid in-person chatshttps://www.bloomberg.com/news/articles/2020-02-04/bank-bans-small-talk-disney-limits-hugs-in-asia-s-hygiene-mania …
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Chinese egg futures are jumping as traders bet there'll be tighter supplies due to coronavirus containment measures. Prices for vegetables and pork have already been rising. https://www.bloomberg.com/news/articles/2020-02-04/egg-investors-bet-china-s-virus-fight-will-curb-supply … by
@cangsizhi#WuhanCoronaviuspic.twitter.com/B8qRoxzUMu
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To be fair, Russia has a long history of invading the Caucuses.https://twitter.com/sheeraf/status/1224574088917569536 …
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Literally no one: The Global Times:https://twitter.com/globaltimesnews/status/1224569239253569538 …
0:16Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
BIG move here --> Macau asking casinos to shut down operations for two weeks means sacrificing a huge moneymaker for the economy. Casino stocks sinking. https://www.bloomberg.com/news/articles/2020-02-03/death-toll-tops-400-u-s-braces-for-pandemic-virus-update?srnd=premium-asia …pic.twitter.com/O0HQuThLGp
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Xi Jinping warns the coronavirus could impact social stability. It’s the second time he’s met with top leaders to talk about the virus in recent days. https://www.bloomberg.com/news/articles/2020-02-04/xi-warns-virus-may-impact-china-s-stability-at-rare-meeting … by
@iainmarlowHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
First coronavirus death reported in Hong Kong (and the second death outside of Mainland China). The Hang Seng (briefly) pared its gains on the news. Follow the latest: https://www.bloomberg.com/news/articles/2020-02-03/death-toll-tops-400-u-s-braces-for-pandemic-virus-update?srnd=premium-asia …
#WuhanCoronoviruspic.twitter.com/vaApECOtSH
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The first four weeks of 2020 have seen the largest monthly inflows into bonds funds over the last 15 years. Bernstein:pic.twitter.com/w1kEDUwAQM
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Good read on why the market reaction to the coronavirus has been so pronounced - it changes the game on a lot of base assumptions for the global economy this year - Trade disrupted - 2/3 of China economy closed - A big hit on Chinese & global consumptionhttps://www.bloomberg.com/news/articles/2020-02-03/china-considers-lowering-2020-growth-expectations-on-virus-hit …
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Btw you can sign up for our Five Things (Asia edition) newsletter and these accompanying blurbs for free at the link below: http://link.mail.bloombergbusiness.com/join/4wm/asia-markets-signup&hash=66347455587f59b9a9381110d6c52a7c …
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Btw you can sign up for our Five Things (Asia edition) newsletter and these accompanying blurbs for free at the link below: http://link.mail.bloombergbusiness.com/join/4wm/asia-markets-signup&hash=66347455587f59b9a9381110d6c52a7c …
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Tracy Alloway proslijedio/la je Tweet
assuming the data is accurate - not something i'd take as a given - encouraging signs of avoiding a wider pandemic, according to DB.pic.twitter.com/eZ4YUvDYUl
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Tracy Alloway proslijedio/la je Tweet
UBS slashes global growth forecasts on
#coronavirus . China from +6.5% qoq to -1.5%, Thailand, Singapore, HK all close to -9% annualised. Asia's weight in global economy nearly double its weight under SARS.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
All but 162 of the ~4,000 stocks in Shanghai and Shenzhen fell today, with a big chunk falling by the maximum limit (-10%). All those stocks trading limit down means it could take days for investors to execute their orders, prolonging the sell-off.https://www.bloomberg.com/news/articles/2020-02-03/trading-china-s-worst-rout-in-years-with-3-257-stocks-limit-down …
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The new Odd Lots is out and it's one I really enjoyed.
@TheStalwart and I spoke with@Claudia_Sahm, the former Fed economist of 'Sahm Rule' fame. Her rule is an early indicator of recession & she explains how it can be used to automate fiscal responses.https://www.bloomberg.com/news/articles/2020-02-03/this-is-how-to-use-fiscal-stimulus-to-stave-off-the-next-recession …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
'One country, two (compromised immune) systems'https://twitter.com/HongKongFP/status/1223177460096745474 …
5:56Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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