Pulse


“All Eyes on Asia”: The Geopolitical State of Affairs in Northeast Asia Amidst the COVID-19 Pandemic

Last month on April 10th, the Korea Society and the Japan Society hosted a virtual talk titled “Geopolitics of Coronavirus: Japan and Korea,” moderated by Dr. Joshua Walker from the Japan Society. The two main speakers, Dr. Sheila Smith, Senior Fellow for Japan Studies at the Council on Foreign Relations; and Dr. Stephen Noerper, Senior Director at The Korea Society, outlined how these two democratic nations in Northeast Asia have tackled the coronavirus pandemic to date, and the regional implications it may pose in the foreseeable future.

Health Tech to the Rescue: Combatting COVID-19 with Virtual Care and Predictive Analytics

Co-authored with Jill Frew.

With stunning swiftness, COVID-19 knocked America’s healthcare delivery system to its knees.

A month into the crisis, normal hospital operations are in upheaval. Avoiding in-person care has become the norm and the volume of admissions, surgeries and ER visits has plummeted. Overwhelming demand for ICUs, ventilators and personal protective equipment (PPE) has strained delivery and supply chains to the breaking point.

Paradise Regained? - EconVue Spotlight

I had planned to be in Washington last week at the IMF/World Bank meetings, a chance to hear the latest policy debates and catch up with old friends. Not this spring; the meetings were entirely virtual and didn't offer much clarity beyond a dismal forecast for 2020. I have however indulged in a cornucopia of online offerings, some of which I have included below. 

The Roller-Coaster Recovery


After a Devastating 20Q2 (-30% or More Drop in Real GDP), The U.S. Headed for Big Summer Gain, Late Fall Slump, and then a Sustained Post-Vaccine Expansion. Real GDP Should Finally Surpass Its 19Q4 Peak in 21Q3

Now Is The Time. Time to Reconfigure Routine Care

In our recent article we identified the following five margin pressures that are coalescing to drive more value into the delivery of healthcare services:

Exceptionally Strong Growth of US Bank Deposits

We have another week of data on the US commercial banks’ assets and liabilities. Deposits rose by 2.6% in the week to 25th March, after a (revised) increase of 2.2% in the previous week. The increase in the fortnight to 25th March may have been the highest ever in such a short period of time. The implied annualised rate of increase was not much less than 250%.
 

Covid-19 Won’t Derail Sustainability Momentum

The microscopic pathogen that is threatening global health and wreaking havoc from Singapore to Seoul, Tokyo to New York and Berlin to Milan is clearly reshaping the 2020 global outlook. But it should not derail the current momentum driving sustainability investing and corporate governance. 

The Shape of the Economic Crisis and What Can Really Be Done About It

The future shape of the economic crisis driven by the federal government’s inadequate response to the coronavirus pandemic are coming into focus. The widespread social isolation that has sent both the demand for and production of goods and services into a free-fall reflects our spotty knowledge about the contagiousness and lethality of the virus. At the same time, we don’t know where hospital admissions will spike next. These new facts of life point to two potential economic scenarios, based on aspects of the virus that are beyond our control.

Pages