Apparently everyone in the US is now talking about the threat of the coronavirus, which really should be referred to as Covid-19 since there are hundreds of different types of coronaviruses. My guess is the 10% drop in the Dow woke people up. Or maybe it is because of the first known cases in the US. As I was going through my random Sunday morning reading, I came across several good articles. ...
For the past week, I’ve been asked at least once a day (yesterday I was asked several times, with an R0 of 3) about what I think the coronavirus’ impact will be on the global supply chain. I have a perspective that it’s too early to really know but there are starting to be guidelines about how to think about it, especially as Chinese new year + a week has passed (and we are almost at +2 weeks). Theoretically, factories in China are opening next week, but until they open, they aren’t open … ...