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COVID-19 Information 

The Road Back from COVID-19: China's Experience - The Read Across for the U.S.

April 28, 2020

On April 24, Morgan Stanley hosted a call with their China and U.S. economists, and consumer sector analysts, focusing on China’s experience post the relaxation of social distancing measures and the read-across for the U.S. Some of the questions addressed on the call:

  • How has China consumer spending patterns evolved since the outbreak?
  • When will the U.S. economy bottom out?
  • What is the outlook for the Chinese consumer?
  • What is the outlook for the U.S. consumer? Will there be structural changes in consumer behavior post COVID-19?

To review the notes and key takeaways from the call, click here.

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