COVIDsee more…

  1. Ep. 149: Deborah Seligsohn on What Everyone Gets Wrong on China’s COVID and Climate Policies 

    Bilal Hafeez

    Deborah Seligsohn is an Assistant Professor of Political Science at Villanova University.  Her research focuses on Chinese politics, US-China relations, and public health, energy and environmental politics in China and India.

  2. China Reopening Boosted by Tourist Groups

    Bilal Hafeez, Ben Ford

    Global departures sit at 103,000 per day, a touch lower than last week, but a level comparable to 2019 and just shy of the levels they were before Covid-19 struck in 2020 (Chart 1).

  3. Tourist Numbers Sluggish Despite China Reopening

    Bilal Hafeez, Ben Ford

    Global departures sit at 104,000 per day, a level comparable to 2019, but shy of the levels they were before Covid-19 struck in 2020 (Chart 1).

  1. Charts of the Week: The Covid Conundrum

    Matthew Tibble

    Covid cases are surging in China. Deaths could surge too if policy loosens. A different kind of sickness plagues the UK economy.

  2. Is China Worried About Taiwan’s COVID Strategy?

    Bilal Hafeez

    Many were looking for China’s 20th National Congress to mark the end of China’s zero-COVID policy (ZCP).

  3. Charts of the Week: Transport Tremors

    Matthew Tibble

    The US auto industry suffers high prices and soft sales. In the EU, sky-high diesel prices could stick around. Fed hiking could land it in a spot of balance-sheet bother.

Charts of the Week: Inflation Will Get Worse

Matthew Tibble

UK inflation is about to get worse. So is US inflation. Also, technically, the US is in a recession. And hedge fund net shorts are larger than during the Covid crash.

Charts of the Week: Reacting to a Hawkish Fed

Matthew Tibble

Mortgage market reacts hard to hawkish Fed. ECB to neutral and no more? ETH outperforms BTC ahead of merge. Germany’s economic model is in trouble.

  1. Charts of the Week: EU on the Brink

    Matthew Tibble

    Risk case: EUR/USD to 0.80. US growth doesn’t look that bad… Russia holds EU hostage via energy. The ECB is in a bind.

  2. Charts of the Week: From Cinema to Sahm

    Matthew Tibble

    The Sahm recession indicator is not flashing. Cinemagoers are going again. Q2 2022’s top FX trades can teach us a thing or two. Miners are pulling out of ethereum.

  3. Movies Are (Almost) Back After the Covid-19 Lull

    Bilal Hafeez, Zain Siddiqui

    2022 has been a bumper year for films released at US cinemas. Top Gun: Maverick grossed $600mn, Dr Strange 2 $400mn and The Batman $400mn...

Charts of the Week: Growling Bears

Matthew Tibble

Italy is in (a lot of) debt. GOOG and META come tumbling down. Bearish sentiment prevails in the US. We are panicking post-Covid.

Markets Have Entered the Multiverse of Madness

Bilal Hafeez

Movie fans will know that the new phase of the Marvel Cinematic Universe recently kicked off with Doctor Strange in the Multiverse of Madness.

  1. What China’s COVID Setbacks Mean For Markets

    Bilal Hafeez

    China was originally held up as the success story for managing COVID. But two years on, Shanghai is locked down and Beijing is testing all its residents for COVID.

  2. Stimulus Checks Fuelled Speculation During the Pandemic

    Sam van de Schootbrugge

    Researchers from Harvard Business School and NYU Stern examine how US stimulus checks impacted stock prices during the pandemic.

  3. After Two Years, Which Countries Fared Worst During the COVID Pandemic?

    Bilal Hafeez, Ben Ford

    It has been two years since the World Health Organisation (WHO) declared COVID-19 a pandemic. And almost every country has tried to deploy...

Big Pharma’s Big Failure: Two Years Into COVID-19

Matthew Tibble

Today is two years exactly since the World Health Organization declared Covid-19 a pandemic. It took under a year from the outbreak...

Our 100th Podcast: Greg Zuckerman on the Inside Story of the Race for a COVID-19 Vaccine

Bilal Hafeez

This is the 100th podcast episode of my show! I speak with Greg Zuckerman, Special Writer at The Wall Street Journal.

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