Why COVID-19 Is Unstoppable (Yes, Even in China)

Mar 03, 2020

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Consider this an update on the note I published two weeks ago (see “The Coronavirus Outlook: Worse than Expected?”) and on my extended commentary in my last podcast (see “Yield Curve Steepens, Corona Spreads, Finns Take Leave, Pundits Fear the Bern.”)

Let me proceed here in three steps. My first step will be to give you my bottom line on the current outl…

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