By SIMON CONSTABLE
Saturday, March 28, 2020
Thursday, March 26, 2020
Forbes: French Economy “35% Below Normal,” Report Says
By SIMON CONSTABLE
Now last week’s pessimists look like optimists.
The impact the coronavirus lockdown, which began less than two weeks ago on March 17, is already having a far worse effect on France than naysayers could have foreseen.
New estimates from government statisticians show that the French economy is operating 35% below normal, according to a recent report from UK-based financial research firm Capital Economics. Read more here.
Now last week’s pessimists look like optimists.
The impact the coronavirus lockdown, which began less than two weeks ago on March 17, is already having a far worse effect on France than naysayers could have foreseen.
New estimates from government statisticians show that the French economy is operating 35% below normal, according to a recent report from UK-based financial research firm Capital Economics. Read more here.
Forbes: When Fighting The Coronavirus, America Should Learn From President Truman
By SIMON CONSTABLE
Yes, the coronavirus pandemic is unprecedented in modern times in terms of danger and the speed of its impact on the economy.
However, we can learn from one past U.S. President how resilient and agile the U.S. economy can be, especially when everyone works together toward a single goal. Read more here.
Yes, the coronavirus pandemic is unprecedented in modern times in terms of danger and the speed of its impact on the economy.
However, we can learn from one past U.S. President how resilient and agile the U.S. economy can be, especially when everyone works together toward a single goal. Read more here.
Forbes: Low Oil Prices Could Help Boost Crushed Gold Miners
By SIMON CONSTABLE
Get ready for a rally in the gold patch.
Over the past month, gold mining stocks got crushed along with most other assets.
But the divergence of how the miners performed with what happened to the price of gold bullion has now become so great that it seems to offer rare opportunities for daring investors. The falling price of oil, and the likely coming rally for gold, only adds to the relative attraction of such mining companies. Read more here.
Get ready for a rally in the gold patch.
Over the past month, gold mining stocks got crushed along with most other assets.
But the divergence of how the miners performed with what happened to the price of gold bullion has now become so great that it seems to offer rare opportunities for daring investors. The falling price of oil, and the likely coming rally for gold, only adds to the relative attraction of such mining companies. Read more here.
Tuesday, March 24, 2020
Forbes: Oil Prices Could Plunge To $10 A Barrel, Swamp Storage Capacity Report Says
By SIMON CONSTABLE
The prognosis for the oil patch just got worse.
The price of a barrel of crude oil could more than halve from current levels if the coronavirus pandemic isn’t brought under control. Plus global oil storage facilities could quickly get overwhelmed, analysts say. Read more here.
Photo by Erik Mclean on Unsplash
Friday, March 20, 2020
Forbes: Europe’s Economy Could Shrink By A Record-Breaking 15% In The Second Quarter, Report Says
By SIMON CONSTABLE
How bad will things get for mainland Europe in the coming weeks?
Worse than you could imagine for the countries of the single currency area known as the eurozone. Read more here.
How bad will things get for mainland Europe in the coming weeks?
Worse than you could imagine for the countries of the single currency area known as the eurozone. Read more here.
Korn Ferry: The Mental Health Toll of Working in Isolation
By SIMON CONSTABLE
The company needed to keep operating while having many of their staff self-isolate to contain the spread of the coronavirus. The big plan was to make sure the supply chains and other operations ran efficiently despite shortages. Only managers kept making one critical assumption: the at-home employees would keep handling their tasks as if nothing in the world had changed. Read more here.
The company needed to keep operating while having many of their staff self-isolate to contain the spread of the coronavirus. The big plan was to make sure the supply chains and other operations ran efficiently despite shortages. Only managers kept making one critical assumption: the at-home employees would keep handling their tasks as if nothing in the world had changed. Read more here.
Monday, March 16, 2020
Forbes: Coronavirus Lockdowns To Cause ‘Unprecedented’ Hit To World Oil Demand, Report Says
By SIMON CONSTABLE
Oil traders should look out below!
Oil traders should look out below!
The COVID-19 Pandemic is set to cause an ‘unprecedented’ drop in the volume of oil the world consumes this year, experts say. Read more here.
Tuesday, March 10, 2020
Monday, March 9, 2020
Forbes: Brace Yourself For Another 33% Drop In The Price Of Crude Oil
By SIMON CONSTABLE
Look out below. Oil prices are set to fall further.
That’s saying something because on Monday they dropped around 20% during the session to around $34 recently down from $57 a year ago. Read more here.
WSJ: What Is Quad 4?
By SIMON CONSTABLE
When inflation and GDP growth are slowing, the U.S. economy is in Quad 4, according to Hedgeye Risk Management. Read more here.
When inflation and GDP growth are slowing, the U.S. economy is in Quad 4, according to Hedgeye Risk Management. Read more here.
Photo by Joshua Mayo on Unsplash
WSJ: A Nasdaq ‘Covered Call’ ETF Grows
By SIMON CONSTABLE
Assets in Global X Nasdaq 100 Covered Call have almost tripled since the start of 2019, as more investors look to hedge their bets. Read more here.
Assets in Global X Nasdaq 100 Covered Call have almost tripled since the start of 2019, as more investors look to hedge their bets. Read more here.
WSJ: Emerging Markets Lose Money, Get More
By SIMON CONSTABLE
A net $41 billion has flowed into emerging-markets equities funds in the two years through December 2019, coinciding with a period of significant underperformance. Read more here.
A net $41 billion has flowed into emerging-markets equities funds in the two years through December 2019, coinciding with a period of significant underperformance. Read more here.
Friday, March 6, 2020
Korn Ferry: When Leaders Have No Answers
By SIMON CONSTABLE
The coronavirus crisis will be a challenge for even the most talented executive, but it's also a golden opportunity to practice some key skills. That includes one that most leaders tend to avoid: not having all the answers.
As we all know, the outbreak that is now sweeping across the world is leaving many workers frightened and wanting answers. But that doesn't mean corporate heads need to be an all-knowing leader, says Kirsta Anderson, Korn Ferry's global leader for culture and engagement. Indeed, experts suggest avoiding certitude that those in a crisis naturally seek. “In this situation, it is not possible," she says. That's because there are too many unknowns. Read more here.
The coronavirus crisis will be a challenge for even the most talented executive, but it's also a golden opportunity to practice some key skills. That includes one that most leaders tend to avoid: not having all the answers.
As we all know, the outbreak that is now sweeping across the world is leaving many workers frightened and wanting answers. But that doesn't mean corporate heads need to be an all-knowing leader, says Kirsta Anderson, Korn Ferry's global leader for culture and engagement. Indeed, experts suggest avoiding certitude that those in a crisis naturally seek. “In this situation, it is not possible," she says. That's because there are too many unknowns. Read more here.
Wednesday, March 4, 2020
Korn Ferry: The New Stay-Home Policy
By SIMON CONSTABLE
First, there were government-mandated quarantines, in one country after another, each creating new levels of concern for the public. Now, a business-led version of these steps is emerging with a key question: How well can it be implemented?
To fight the coronavirus, some companies across the globe are imposing self-quarantines, with clearly defined rules about who can come to the office, who can’t, and what travel arrangements are allowable or advisable. The rules typically rely on information from the World Health Organization and local health organizations, and few question their need—just how they will be imposed in the realities of many operations. Read more here.
First, there were government-mandated quarantines, in one country after another, each creating new levels of concern for the public. Now, a business-led version of these steps is emerging with a key question: How well can it be implemented?
To fight the coronavirus, some companies across the globe are imposing self-quarantines, with clearly defined rules about who can come to the office, who can’t, and what travel arrangements are allowable or advisable. The rules typically rely on information from the World Health Organization and local health organizations, and few question their need—just how they will be imposed in the realities of many operations. Read more here.
Sunday, March 1, 2020
Forbes: Coronavirus Crash Will Leave Stocks Higher 12 Months From Now, History Shows
By SIMON CONSTABLE
Investors are acting like the world is about to end.
But the truth is that the Coronavirus won’t destroy global business any more than previous viral outbreaks, at least if history is anything to go by. Better still stocks should rally over the next 12 months, leaving investors ahead of the game. Read more here.
Forbes: Is It Time To Buy Emerging Markets Stocks? Yes, Says UBS
By SIMON CONSTABLE
Who wants to buy into emerging markets (EM) stocks?
On the face of it, the sector doesn’t seem too appealing in the wake of the China-born Coronavirus outbreak. China has a 33% weighting in the MSCI emerging markets index and Beijing has made many missteps in managing the crisis.
But the reality may be far better than some investors know. Read more here.
UBS
Photo by Claudio Schwarz on Unsplash
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