Tristan's Real-Time Research Feed | The Reality of Risk...

UBS chief economist - well said ...

Published by Tristan's Real-Time Research Feed

March 31st, 2020

Nice REIT chart showing sector effects in US ...

Published by Tristan's Real-Time Research Feed

March 31st, 2020

Long term chart - reminding us that stock often track sideways and that (perhaps) the 70s was an aberation ... not a norm!

Published by Tristan's Real-Time Research Feed

March 31st, 2020

Timeline of European measures ...

Published by Tristan's Real-Time Research Feed

March 31st, 2020

This is guess work ... but it tells you what the market is thinking ...

Published by Tristan's Real-Time Research Feed

March 31st, 2020

Due Friday - this will be a massive number ... both in scale and market focus ....

Published by Tristan's Real-Time Research Feed

March 31st, 2020

Interesting article - more supply chain resilience required ... more demand for stock in store ... multi-modal stores that can both deal with sales, stock storage and more online ... one stop fulfillment ???

Published by Tristan's Real-Time Research Feed

March 31st, 2020

https://www.wired.co.uk/article/stockpiling-supermarkets-coronavirus

CLO wobbles - something we've pointed too as a point of fragility in the system ...

Published by Tristan's Real-Time Research Feed

March 31st, 2020

UK grocery volumes spiked!

Published by Tristan's Real-Time Research Feed

March 31st, 2020

Useful way to visualise the effect and the recovery path post covid-19

Published by Tristan's Real-Time Research Feed

March 31st, 2020

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