The Credit Writedowns Newsletter

Share this post

Italy's quagmire and lingering impacts of post-lockdown social distancing

pro.creditwritedowns.com

Italy's quagmire and lingering impacts of post-lockdown social distancing

Edward Harrison
Apr 8, 2020
∙ Paid
3
Share this post

Italy's quagmire and lingering impacts of post-lockdown social distancing

pro.creditwritedowns.com
Share

Morning thoughts

Let's hit on several themes today that I've covered in the past which are advancing.

The overall context here is that we have escaped a first wave of dreadful information flow, with policy makers doing their utmost to take worst-case scenarios off the table. Now, we are preparing for a second wave of information flow regarding how many pe…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2023 Global Macro Advisors
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing