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This fiscal stimulus was almost twice as big as the one in 2009. Unfortunately, it won’t save the economy if the shutdowns last a few months.

There has been a huge slew of bond downgrades especially in the energy sector which has been hit by the price war and demand destruction.

People aren’t prepared to deal with losing their jobs, while markets apparently expect economic weakness 1 year from now.

The economy will need all the help it can get. The cost is that we could be borrowing from future prosperity to recover from this crisis.

Being shut down for just a few weeks is enough to put thousands of small firms out of business, which could wipe away 9.45% of the economy in a few weeks.

The labor market is like the Titanic headed for an iceberg. Technically, it has already hit the iceberg, but it’s not reflected in the data yet.

JP Morgan expects the deepest recession since the Great Depression. The good news is anything less, is a positive. The bad news is no one knows.

The U.S. fiscal stimulus won’t do enough to help families and small businesses. The dire forecasts aren’t just for America.

The best potential catalyst is lower prices. When markets price in the worst case scenario, there is little that can push them lower. Are we there yet?

The US is following Italy in the number of COVID-19 cases, which will push the economy into a recession. Expecting 0% S&P 500 EPS growth is too bullish.