By: shabib on Venerdì 17 Ottobre 2014 12:47
Quale giorno migliore se non Venerdi 17 per dire che per fermare EBOLA , si dovranno chiudere gli aereoporti , le stazioni, le scuole e le fabbriche e uffici per 3 settimane e non solo negli USA ?
cosi' diamo il sabatico all'economia e finanza ...
ci sono alternative ?
The dovetail risk: EBOLA. This is the only non-quantified aspect of most trader’s models and algos. This would be a very difficult scenario to quantify with respect to markets, domestic and global economies. Since we live in an interconnected world, the fact that EBOLA has reached industrialized countries should not be a huge surprise. The objective is to quantify the potential disruptive nature of EBOLA on society and the functionality of economies. Could this be the proverbial Black Swan? Maybe. From a social and humanitarian perspective, this is the last thing we need. This is the possible inter-industry, inter-global economic disruptive event.
If we continue to receive news that EU countries are at the ready for possible QE-like actions and “dovish” sentiment from the US FED, we will most likely avoid a major relapse of the macro markets. The proverbial “bid” in the market.
We will certainly continue with the volatility but instinct and a bit of history dictates that rational thought should supersede “fear”, just don’t forget about EBOLA.