With financial markets seemingly untethered from the real economy, it's not clear what impact differential viral outcomes will have on risk assets. Because of central bank intervention and the potential of that intervention to put a floor under assets - ostensibly for liquidity's sake - it's difficult to know if and when the path of financial markets and the real economy will converge.
I do realize that USA cases in % are more than EU but deaths are noted by far, so how do you explain it and don't you think that this particularity, may on longer term change the facts of the economic recession, US vs EU ?
Some brief thoughts on the second coronavirus spike and financial markets
I do realize that USA cases in % are more than EU but deaths are noted by far, so how do you explain it and don't you think that this particularity, may on longer term change the facts of the economic recession, US vs EU ?