The issue with a possible stimulus is that it works on the demand side, not the supply side. The virus outbreak causes both a supply shock and a demand shock (people staying away from cinemas, theaters etc) but the supply side (people working from home, not flying, avoiding 1/2 https://t.co/CAIAdKGH2e
— Bert Hofman（郝福满） (@berthofmanecon) February 27, 2020
#supplychain disruption >>Only a third of Chinese small businesses open as outbreak disrupts #labour and #logistics
Many #manufacturers struggling to source labour due to the coronavirus outbreakhttps://t.co/phhe0yZaXA pic.twitter.com/JVaPofWuct
— Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) February 27, 2020
.@Trinhnomics Senior Economist from @natixis says that the slowdown of South Korea’s growth will be sharper than expected due to extensive demand and supply shocks, especially in the electronics sector #StreetSignsAsiahttps://t.co/cd3tD9jYer
— CNBC Int'l PR (@cnbcipr) February 28, 2020
Good morning! Equities not divorced from earnings (don't say I did not warn u!!!) Even just the supply chain impact from China alone is already massive let alone the demand side of things. Btw, SPX price to earnings ratio was 24 three days ago & today 19.6!
Not a rounding error. https://t.co/7pTXTDvEqB
— Trinh (@Trinhnomics) February 28, 2020
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