Anyone written up a stock market response comparison of covid-19 vs SARS vs bird flu?
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“Since the outbreak began, [airline] industry share prices have fallen almost 25 percent, or about five times more than during the 2003 SARS crisis, according to the group.”
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Dunno, but did you see this Johns Hopkins briefing for Morgan Stanley? twitter.com/Technologic916
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This would be tough to do - in ‘02 the market was hit by multiple large shocks leading up to SARS - Dot Com, 9/11 - even in ‘02 the dominant focus was on the build up to the Iraq War - the markets were not nearly as focused on the supply chain impact (relatively minor) of SARS
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The problem with comparing it to SARS -- from a market or economic standpoint -- is that we know in retrospect that it was contained before it became a serious global issue. But obviously in this situation, that's still one of the major open questions.
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this could help, though ini terms of GDP instead of stocks .. most likely scenario of recovery is V shape, and impact to GDP is about 10% hbr.org/2020/03/what-c
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