The First Wave

Published on: March 30th, 2020

As there are now more than 500,000 COVID-19 confirmed cases globally, we are seeing the first big wave of economic data impacted by the virus spread. Whilst this first wave most likely represents the impact of China closing, the subsequent ones will be from the effect of other countries shutting down.


  • AH
    Attila H.
    30 March 2020 @ 16:05
    Great report! Thanks
  • RT
    Rob T.
    30 March 2020 @ 16:29
    Would be interesting to know what the supply chain picture looks like between China and Japan. Would an increase in COVID in Japan help give an immediate boost to China in the next month or two if they are able to supply PPE / other goods?
  • GG
    Giancarlos G.
    30 March 2020 @ 16:37
    Awesome report, interesting to see
  • JR
    John R.
    30 March 2020 @ 20:45
    Great report. Is it possible to be able to select read only? That would clean up the document.
  • RT
    Rob T.
    30 March 2020 @ 20:51
    Any insight on this (from Canada): the Quebec equivalent of the Canadian Pension Plan will invest $4 billion to backstop Quebec businesses. As of December 31 they had net assets of 340.1 B CAD. Any other nations using the pension plan to backstop businesses?
  • wj
    wiktor j.
    30 March 2020 @ 21:32
    good stuff! I believe in everything except the china story or china numbers. I have heard reports that its nearly impossible due to new infections.It would be interesting to see a new sat photo of polution over china.
  • RT
    Rob T.
    30 March 2020 @ 22:17
    Must be interesting to see what the private markets are doing for Australia to come out and say foreign investment will now go through foreign investment review: