Random graphs that caught the eye

All,

While Japanese kids get to skip school, just some graphs that caught the eye:

FFR needs to overshoot - come down 100bps - to ensure not only liquidity, but also instils the confidence in it - see 2002 and 2009 for comparison:

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Deceased vs. Infected vs. Healed COVID19 patients by country. Given the sickness only lasts a short time, the rate of newly infected vs healed / deceased is breathtaking:

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China property development has another USD casualty. Follows Wuzhou two years ago:

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Plenty of room for vol:

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German Yield Curve is again all negative:

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Europe is finally nearing its pre-crisis unemployment rates:

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Until the likes of Spain and Italy absorb their excess capacity, inflation will be slow to set in:

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But the distribution is still uneven. Spain, Italy are making progress, but still have excess capacity to absorb:

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Wolfgang

Wolfgang FelixGRAPHS, GENERAL