
COVID-19 - A MIGRAINE FOR MARKETS
March 2020
We discuss the realised and expected economic and financial market impact of COVID-19. We discuss the demand-side and supply-side shocks that the effective shutdown of China’s economy for a month are causing. We also consider the ramifications of two scenarios that could unfold from here, one being relative containment (albeit this is looking less likely every day), the other being broader contagion.
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