First, here's what we've added to our online compilation of coronavirus materials which we continuously revise to reflect the latest economic, market and epidemiological information:
- The latest on infection and mortality rates by country, the growing East-West divide in infection rates, and infections as a function of temperature, latitude and humidity
- An update on vaccine and anti-viral development, including charts on Remdesivir and Chloroquine
- The consequence of Chinese information repression on the outbreak in Wuhan, and its global spread
Now, onto this week's note. There are some difficult days ahead as quarantines and lockdowns grow. I want to share something with you from John Stuart Mill as we head into the unknown. It's about how quickly countries rebound from crisis and economic hardship.
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In this podcast series, Michael Cembalest, Chairman of Market and Investment Strategy offers timely commentary on the economy, marekts and investment portfolios