China Virus More than Just a Headline?

In this episode, using Refinitiv’s best-in-class data, Johanna Botta discusses how the Wuhan coronavirus has caused a global market shakeup. She turns her attention to the Caixin Manufacturing PMI to get a pulse on China's small and medium-sized businesses and its slowdown as a whole. As China's economic activity has an impact on US businesses, she looks to Caterpillar, which may experience a short term squeeze. In the After section, she reviews the numbers from the December US home sales and Lennar’s performance compared to the S&P 500.