Sunday, March 29, 2020

Impacts Of The COVID-19 Pandemic COVID-19b病毒大流行的影响

。The survey conducted by RapidRatings between March 2 and March 18 fielded more than 1,300 responses from private companies across industries that included metals, chemicals, textiles and services. Most of those surveyed come from the countries that have been hit hardest by the virus, including Italy, China, South Korea and Japan, as well as from Europe and the U.S. About 57% said they are partially operational. Not surprisingly, small businesses, defined as having annual revenue of $10 million to $100 million, are faring worst, with 76% reporting that they are not able to operate at full capacity. A third of respondents said they are experiencing disruption to their own supply chains.
---MarketWatch

。More than three million people filed for unemployment benefits in the United States the week of March 15, setting a grim record as the most ever in a one-week period. The jobs report for the month of March, to be released on Friday, is expected to show an even bleaker picture. And beyond that, even the most optimistic forecasters predict that millions more will be out of work, unable to pay their bills. Some economists say the decline in gross domestic product this year could be comparable to the worst years of the Great Depression. Nobody knows what the recovery will look like yet, but one thing is certain: Things will get more dire before they improve.---The New York Time

。“In the West, the economic fallout from the outbreak is only just beginning. Markets may be able to look through some pretty horrible economic data -- like the non-reaction to the historic spike in U.S. jobless claims last week -- but will likely be sensitive to news on the duration of shutdowns. ---Zach Pandl and team at Goldman Sachs

。“A lot of the recent good stimulus news are now priced in; some market participants and Trump may be in a for a rude awakening in terms of the impact from the virus.” “Dollar-positive re-balancing flows could hold U.S. equities back going into April; and the money pumped into the U.S. economy in the new stimulus bill may take a longer time to show up.” --Martin Enlund, Andreas Steno Larsen and Joachim Bernhardsen, analysts at Nordea Bank ABP.

。“Uncertainty over the length and depth of the viral outbreak remains a dominant concern for investors. “The focus this week will remain on various governmental efforts to fight the physical and economic impact of coronavirus. Investors will also be keeping an eye on economic data to gauge the intensity of damage to the global economy.” --Aditya Pugalia, director of financial markets research at Emirates NBD PJSC in Dubai.

。U.S. consumer sentiment plummeted in March by the most since October 2008 as mounting Covid-19 cases nationwide and business closures elevated concerns about the economy. The University of Michigan’s final sentiment index for the month slumped 11.9 points to a three-year low of 89.1, data Friday showed. The median forecast in a Bloomberg survey of economists called for a decline to 90 after a preliminary March reading of 95.9. ---Bloomberg

。Early estimates of unemployment data shows at least half a million New Yorkers have or will lose their jobs because of the coronavirus. A lot of people can’t get even get through online or via phone to apply for unemployment, he added.  Americans filed over 3 million unemployment claims last week because of the pandemic.---CNBC




。RapidRatings在3月2日至3月18日之间进行的调查显示,私营企业在金属,化工,纺织和服务等行业有超过1300个的回应。接受调查的大多数来自受病毒感染最严重的国家,包括意大利,中国,韩国和日本,以及来自欧洲和美国。约57%的回应表示,他们已只是部分运作。毫不奇怪,年收入在1000万美元至1亿美元之间的小企业表现最差,有76%的小企业表示他们无法满负荷运营。三分之一的受访者表示,他们正在经历自己的供应链中断。---MarketWatch

。3月15日当周,美国有超过300万人申请失业救济,创下了一周以来的最高纪录。预计将于周五发布的3月份的就业报告将显示出更加黯淡的景象。除此之外,即使是最乐观的预报也预测还有数百万人将无法工作,无法支付账单。一些经济学家说,今年的国内生产总值(GDP)下降可能与大萧条最严重的时期相当。没人知道复苏会是什么样子,但是有一点可以肯定:事情在改善之前会变得更加可怕。---《纽约时报》

。“在西方,因病毒爆发对经济的影响才刚刚开始。市场可能能够忽略一些非常可怕的经济数据-例如对上周美国失业救济人数的历史性飙升没有反应-但可能会对停工持续时间的消息敏感。 ---扎克·潘德尔(Zach Pandl)和高盛团队

。“许多近期的利好消息现在都被反影了;从病毒的影响来看,一些市场参与者和特朗普可能会突然醒悟。”美元积极的再平衡流动可能会使美国股市走弱至4月份;而且新的刺激法案中注入美国经济的资金的效果可能需要更长的时间才能显现出来。”诺丹银行ABP分析师马丁·恩伦德(Martin Enlund),安德烈亚斯·斯蒂诺·拉尔森(Andreas Steno Larsen)和约阿希姆·伯恩哈德森(Joachim Bernhardsen)。

。“病毒爆发的长度和深度的不确定性仍然是投资者关注的主要问题。 “本周的重点仍将放在政府为对抗冠状病毒的实质和经济影响而进行的各种努力。投资者还将密切关注经济数据,以衡量对全球经济的破坏程度。” -迪拜阿联酋航空NBD PJSC金融市场研究总监Aditya Pugalia。

。由于全国各地Covid-19案件增加以及企业倒闭加剧了人们对经济的担忧,3月美国消费者信心指数暴跌,创下了2008年10月以来跌得最多的水平。周五数据显示,密西根大学当月最终情绪指数下跌11.9点,至三年低点89.1。彭博社(Bloomberg)的经济学家调查预期中值为90,三月初是的预期为95.9。 ---彭博

。失业数据的早期估计显示,至少有50万万纽约人因冠状病毒而失业,或将要失业。他补充说,很多人甚至无法上网或通过电话申请失业。上周,由于病毒大流行, 300万人申领失业。---CNBC

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