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- A good chart from JP Morgan – Eye on the Market.
- Eye on the Market itself is a great resource especially during the outbreak. Full of high frequency economic indicators.
- This chart shows COVID infection trends (the colours) for each country but charted by percentage of world GDP.
- One month ago nearly 50% of global GDP saw a rising COVID outbreak.
- The picture is a lot better now as the red/orange are receding.
- It turned in late March – around the time the market bottomed.
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