Five things to read this morning
22nd April 2020
FT – World’s Largest Oil ETF revamps portfolio after market chaos
BBerg – China’s Coronavirus Diplomacy Has Finally Pushed Europe Too Far
BBerg – BofA Says S&P 500 to Hit Fresh Lows if Volatility Pattern Holds
WSJ – The French are Very Bad at Picking Asparagus. Virus Imperils European Farming
ZH – “Fed Can’t Print Gold”: BofA Calls Gold “Ultimate Store of Value”, Raises Price Target to $3000
21st April 2020
FT – UK Braced for long recession due to virus fear factor
WSJ – Businesses Strive to Reopen From Coronavirus Shutdown
WSJ – Coronavirus Hasn’t Diminished Allure of Big Tech Stocks
BBerg – Something has Snapped in Italy’s Stormy Relationship with Europe
Bberg (Listen) Emerging Markets Have Never Experienced A Crisis Like this Before
20th April 2020
WSJ : Would you care if a white man cures COVID-19?
BBerg : Sweden Says Controversial Virus Strategy Proving Effective
WSJ : Charlie Munger: The Phone is not Ringing Off the Hook
ZH: China Outraged After German Newspaper accuses Beijing of Exporting Pandemic, Demands €149 bln in Damages
Torygraph – 11 million out of work by summer.
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