February 29, 2020

SO WE HAVE BETTER DATA ON FACTORY PRODUCTION THAN ON EPIDEMIOLOGY IN CHINA. WHAT DOES THIS TELL US:

Note: This isn’t a PR effort to hurt Trump politically. Domestic talk in the US may be, but this reality is too expensive to the Chinese to be fake.

UPDATE: Similar thoughts from Richard Fernandez.

MORE: (Via the comments): China’s factory activity plunges to all-time low, worse than global financial crisis, February data show.

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