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by marcinjachymiak 2294 days ago
Coronavirus-induced supply-shock is just what it took to break a fragile system out of equilibrium.
1 comments

Supply shock? I think the far bigger issue will be demand shock as all travel-related industries have fewer customers.
Both can be true. Chinese industry crawled to a halt for almost a month. We got "lucky" insofar as it happened right when Chinese industry annually crawls to a halt for two weeks, but there will be knock-on effects for sure.
How about both supply and demand shock?