dopo Altmaier, ministro affari economici tedesco, è il turno del min finanze francese
*LE MAIRE: G7 FINANCE MINISTERS TO SPEAK THIS WEEK TO COORDINATE - BBG
Le Maire è min finanze francese

 

dax 12000, nasadq 8490   es 2961  stoxx 3362  bund 177.73

 

Un tentativo di risposta politica a questa crisi era attesa.
Ecco cosa ne pensa Roubini delle risposte di fiscal spending (sia di dimensione che di ritardo temporale) a questa crisi del virus.

LINK https://www.spiegel.de/international/business/nouriel-roubini-on-coronavirus-this-crisis-will-spill-over-and-result-in-a-disaster-a-e811cf3b-d495-4c52-bf79-d872c8f164ac

la risposta politica richiede tempo : i politici sono sempre behing the curve di 6-9mesi.

le banche centrali possono fare qualcosa ?
The European Central Bank and the Bank of Japan are already in negative territory. Of course, they could lower rates on deposits even further to stimulate borrowing but that wouldn’t help the markets for more than a week. This crisis is a supply shock that you can’t fight with monetary or fiscal policy.

dopo la recessione, arriva la crisi del debito:
If the shock leads to a global recession, then you have a financial crisis, because debt levels have gone up and the U.S. housing market is experiencing a bubble just like in 2007. It hasn’t been a time bomb so far because we have been experiencing growth. That is over now.

consiglio finale :
I expect global equities to tank by 30 to 40 percent this year. My advice is: Put your money into cash and safe government bonds, like German bunds