Agree, the supply chanin and revenue impacts of the public reaction to this virus are going to be pretty significant. This feels like the tide going out before a Tsunami of defaults. Already seeing significant impact on small business. We'll soon see who can service their debt loads. The US have to run trillion dollar deficits to generate an anaemic 2%+ growth - when will the dininishing marginal returns on more stimulus turn negative or have they already.....
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