China still shut

David Llewellyn-Smith

Friday 21 February 2020

There some signs it is getting worse not better. If anything, traffic congestion has trailed off:

Capital Economics has more real time activity charts:

It’s going to be a slow and halting recovery at high risk of reversal as viral outbreaks return.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.