We’ve been trawling the academic literature to find the best pieces on COVID that would be relevant for investors. One that we liked and feature this week is a detailed description on which sectors should be affected the most by social distancing. Some are obvious, others are not. Take a look at our summary for the details.
Also, in our latest COVID tracker we show which countries in DM and EM have conducted the most tests. Finally, we update our US election tracker and find that Trump’s approval has started to fall.
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(total reading time: 2 mins)
We’ve been trawling the academic literature to find the best pieces on COVID that would be relevant for investors. One that we liked and feature this week is a detailed description on which sectors should be affected the most by social distancing. Some are obvious, others are not. Take a look at our summary for the details.
Also, in our latest COVID tracker we show which countries in DM and EM have conducted the most tests. Finally, we update our US election tracker and find that Trump’s approval has started to fall.
Enjoy!
Bilal
Business Disruptions From Social Distancing (4 min read) COVID-related social distancing measures have impacted most businesses but not equally. A recent CEPR paper (2nd one from this edition) attempts to model business sectors by social interaction to understand the winners and losers. The punchline is that retail and the arts are the most affected industries, while manufacturing, publishing and finance are least affected. However, another study which looks into the earnings transcripts of firms finds that manufacturing does get both affected and visibly concerned by the absence of retail demand…
(Stefan Posea │ 15th April, 2020)
US Election Tracker: Trump Approval Starting To Fall During the initial phases of COVID, President Trump enjoyed his highest approval ratings since taking office. However, as the virus has spread and the economy has locked down, his approval ratings have started to fall. Recent polling shows that the majority of Americans, including Republicans, perceive the economy to be in recession…
(Bilal Hafeez │ 15th April, 2020)
Global COVID-19 Tracker: Who Is Testing The Most? One of the big challenges across the world is the level of testing. Moreover, comparisons are made between countries on the basis of the absolute level of tests rather than the tests per capita. While the data is imperfect, we’ve scraped together as much data as we can on the cumulative tests per capita by country. We find the following…
(Bilal Hafeez │ 15th April, 2020)
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