Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: tradermike_1999 who started this subject	4/4/2003 1:43:27 PM
From: energyplay	Read Replies (1) of 74559

SARS update Paul Kedrosky 4/04/03 01:30 PM ET The SARS story marches on, with it now being virtually impossible to get away from musings about the economic consequences, whether from tourism, travel, or via the electronics industry supply chain. Latest musings from China is that SARS is co-infective with chlamydia, which is as bizarre as it sounds. More importantly, perhaps, is that correlation is not evidenced in U.S. patients. Getting many emails from folks in the brokerage industry where they have reorganized trading floors, or are treating Canadians like pariahs (and not just because Canada is wobbly on the war). Also hearing from unhappy people at tech firms where the standing rule seems to be to downplay SARS' severity in direct correlation with SE Asian business as percentage of revenue. Here are the April 4th cumulative figures for deaths and cases (as always, click on the figure for a larger version):

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