The report says “I expect the first signs of the virus impact on local economies to show up between February 20 and February 25, when Taiwan export orders, Australia PMI, Thailand and Hong Kong import data are released. A change in product inventories from Chinese manufacturers, as well as imports by major auto, retail and durable goods companies, is possibly a signal the production shutdown is affecting the supply chain.” After February 25 we may know better how the economy will be doing and what the logistics issues are!