• Fear factor – The coronavirus has induced hair-raising volatility, and the growth scare for the U.S. economy has markets looking over their shoulders. But a recession is by no means a fait accompli. We look at how markets have handled previous scares during this expansion cycle, and the economic clues we’re watching to gauge the potential coronavirus impact. (pg 1)

• Coronavirus is highly selective toward certain U.S. stock groups – While consumer confidence remains relatively strong, consumer behavior appears to be changing. The performance of certain narrow stock groups in the U.S. markets highlights the effects of the coronavirus on consumer-facing businesses. (pg 3)

• Other regional highlights: Making sense of the Canadian fixed income landscape. What moves will the BoE and ECB make? Was February a bottom for China’s economy? (pgs 3-4)

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