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On Pandemic Economic Scenario Analysis — Brian Romanchuk

Summary:
The increased flow of information about the coronavirus means that we can think about scenario analysis. This, as well policy actions, are probably explaining the pause in the bear market for risk assets. I want to outline what I see as important about looking at potential scenarios for the economy. I will try to keep this as brief as possible, since I am not advancing any particular scenario as a forecast.... Bond EconomicsOn Pandemic Economic Scenario AnalysisBrian Romanchuk

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The increased flow of information about the coronavirus means that we can think about scenario analysis. This, as well policy actions, are probably explaining the pause in the bear market for risk assets. I want to outline what I see as important about looking at potential scenarios for the economy. I will try to keep this as brief as possible, since I am not advancing any particular scenario as a forecast....
Bond Economics
On Pandemic Economic Scenario Analysis
Brian Romanchuk
Mike Norman
Mike Norman is an economist and veteran trader whose career has spanned over 30 years on Wall Street. He is a former member and trader on the CME, NYMEX, COMEX and NYFE and he managed money for one of the largest hedge funds and ran a prop trading desk for Credit Suisse.

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