Economy & Markets
This compilation includes all of our research to-date on the coronavirus. High frequency charts on infection, mortality, economic and market data are updated as data becomes available, usually on a daily basis.
What’s new: US consumer tracker using real time credit and debt data and virus severity (Section 1); US hotspots: infections, hospitalizations and deaths (Section 2); Positive clinical evidence for anticoagulants, ACE inhibitors, convalescent plasma and monoclonal antibodies (Section 4).
Our research to-date on the coronavirus
- The US reopens: tracking US citizens and consumers >
- COVID-19 infection tracker >
- COVID impact on markets: stimulus and valuations >
- Anti-virals, vaccines, convalescent plasma and monoclonal antibodies: an update >
- Serology and virus testing: the basics, and the latest results >
- COVID Mortality >
- Appendix materials >
- High frequency national recovery summary
- Real time credit and debit spending data, and the impact of state policy and virus severity
- Other trackers: mobility, manufacturing, retail, air travel, geolocation, oil, hotels, housing, etc.
- Global COVID infection snapshot (trends, declines from peak levels and GDP)
- Monitoring second waves of infection
- US hotspots, state reopening dates, infections, hospitalizations and deaths
- Developed and developing world infection time series by country
- How did Asia do it?
- Stimulus impact on credit and equity valuations
- Special focus: COVID and the unfunded obligations of US states
- Special focus: what are the ECB and European Governments doing?
- Special focus: A long history of market bottoms
- Understanding the basics and the timelines for anti-viral and vaccine development
- Potential benefits of anticoagulants, statins and ACE inhibitors for infected patients
- Mixed news on Remdesivir, and the latest on Moderna, Oxford, and Sinovac vaccines
- Convalescent plasma and monoclonal antibodies
- The dubious premise of the BCG vaccine
- Understanding infectiousness, antibodies and PCR tests
- Latest serology results and implications for higher levels of immunity
- COVID case fatality rates by country and US state, with estimates of “true” infection fatality rates
- Case fatality rates vs fatalities per mm people
The appendix includes epidemiological, healthcare and historical information that we have compiled since the inception of the virus. Sections include testing rates by country; survival times of the virus on different surfaces; history on the Spanish Flu; the importance of rapid response times in a virus and the global cost of Chinese information repression; weather patterns and influenza; and a primer on reproductive numbers and contact tracing.
This compilation incorporates research and feedback from the Johns Hopkins University Center for Health Security, Harvard Medical School, the University of Toronto Dalla Lana School of Public Health, Washington University Biomedical Sciences Department, the Imperial College of London Department of Infectious Disease Epidemiology and the National Institute of Allergy and Infectious Diseases at the National Institutes of Health.