[simonh]

Of course, but those predictions are only based on available information. We probably won’t know which companies will be worst affected, or where. There’s no way anyone could have predicted Lombardy would be the first part of Europe to be hit so hard. When particular companies, regions and industries turn out to be more severely affected, they will take the hit asymmetrically, but that will hurt the overall market. The current impact us being gauged fairly tentatively IMHO.

For example it’s likely several more airlines will go to the wall, but we don’t know which ones yet.

[Consultant32452]

To your point, online grocers and retailers like Amazon are getting an extra Christmas rush this year.