This compilation includes all of our research to-date on the coronavirus. High frequency charts on infection, mortality, economic and market data are updated as data becomes available, usually on a daily basis.
What’s new: US consumer tracker using real time credit and debt data (Section 1); Falling doctor visits as a leading indicator of Hotspot infection (Section 2); Positive clinical evidence for anticoagulants, ACE inhibitors, convalescent plasma and monoclonal antibodies (Section 4)
COVID Topics of the Week
U.S. Hotspot infection/symptom decline; Liz Cheney; HK’s reaction to a mini second wave; Oxford vaccine; U.S. spending and hospitalizations; Latin America; Gov’t march-in rights and herd immunity.
Our research to-date on the coronavirus:
- High frequency recovery tracking (mobility, manufacturing, retail, air travel, geolocation, oil, hotels, housing, etc.)
- Real time credit and debit spending data
- Global COVID infection snapshot (trends, declines from peak levels and GDP)
- Monitoring second waves of infection
- US hotspots, state reopening dates, infections, hospitalizations and deaths
- Developed and developing world infection time series by country
- How did Asia do it?
- Stimulus impact on credit and equity valuations
- Special focus: COVID and the unfunded obligations of US states
- Special focus: what are the ECB and European Governments doing?
- Special focus: A long history of market bottoms
- The latest news on anti-virals, vaccines, monoclonal antibodies, convalescent plasma and corticosteroids
- Potential benefits of anticoagulants, statins and ACE inhibitors for infected patients
- How virus testing and antibody testing work
- Latest regional serology results and implications for higher levels of immunity
- Pre-existing T-cell immune memory and COVID
- The issue of falling antibody levels in convalescing patients
- COVID health impacts on survivors
- COVID case fatality rates by country and US state, with estimates of “true” infection fatality rates
- Case fatality rates vs fatalities per mm people, US and Global
The appendix includes epidemiological, healthcare and historical information that we have compiled since the inception of the virus. Sections include testing rates by country; survival times of the virus on different surfaces; history on the Spanish Flu; the importance of rapid response times in a virus and the global cost of Chinese information repression; weather patterns and influenza; and a primer on reproductive numbers and contact tracing.
This compilation incorporates research and feedback from the Johns Hopkins University Center for Health Security, Harvard Medical School, the University of Toronto Dalla Lana School of Public Health, Washington University Biomedical Sciences Department, the Imperial College of London Department of Infectious Disease Epidemiology and the National Institute of Allergy and Infectious Diseases at the National Institutes of Health.
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