Latest briefing: “August, could be July, could be longer than that…”

Trump Is Now Calling COVID-19 “The Chinese Virus”. But If The Global Economy Melts Down, That’ll Very Much Be A U.S.-led Phenomenon

How can banks possibly figure out who to lend money to?

Quick answer: they can’t.

In order to know that they’d have to have some idea of how much deeper the disruption of daily life…