Good morning, it’s Paul here.
Fridays are usually slow for news, and I’m pre-occupied with macro views, given that we’re going through absolutely unique circumstances. There has never been a time where the economy has been shut down for a while. Not in living memory anyway. Maybe at times when they didn’t know what “the economy” was?
Hence the focus here has inevitably changed a bit from ploughing through largely irrelevant pre-covid company results, to guessing about what the future might hold.
Estimated timings – very, very leisurely. I’ll do what I can by lunchtime.
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