Financial History Issue 133 (Spring 2020) | Page 26
influences those expectations. Volatility
will be highest when political decisions
influence earning expectations most, as
they have during the present pandemic.
Dr. Richard Sylla is a Professor Emeri-
tus of Economics and the former Henry
Kaufman Professor of the History of
Financial Institutions and Markets at
the NYU Stern School of Business. He
is also the Chairman of the Museum of
American Finance. Dr. Janice Traflet is
the Howard I. Scott Research Professor
of Management in Bucknell’s Freeman
College of Management and a member
of the Financial History editorial board.
Dr. Robert E. Wright is a Julian Simon
Fellow at the Property and Environment
Research Center in Bozeman, Montana
this summer and the author or co-author
of 18 books. He is also a member of the
Financial History editorial board.
Chart showing mortality from the 1918 influenza pandemic in the United States and Europe.
swing in the United States. The first wave
that fall affected mostly school children,
and some schools were closed. But few
children died. A second wave in early 1958
was more deadly, affecting in particu-
lar pregnant women and elderly people
with pre-existing conditions. Estimated
US deaths ranged from 70,000 to 116,000.
In 1957, the Dow Industrials peaked on
July 12 and then dropped 19.4% to a low
on October 22. Curiously, the flu outbreak
typically was not cited by the media as a
factor in the market downturn. It soon
became apparent that the US economy
entered what would prove to be a mild
recession in August 1957, one that would
last through April 1958. When the reces-
sion began, the pending flu problem was
known to health experts and officials,
and they were on top of the flu epidemic
before it hit the United States. Indeed
they already had developed a vaccine,
which was well reported in the press. Even
though supplies of the vaccine were ini-
tially limited, undoubtedly it was encour-
aging to investors and others to know that
a vaccine existed.
The sharp stock market decline began
before the recession and before the pub-
lic, if not scientists and officials, became
aware of the flu problem. It thus proved
its worth as a leading indicator. Better
reasons for the late October lows were a
confrontation that fall between federal
officials and Arkansas’s governor over
the integration of public schools, and
especially rising Cold War tensions. On
October 4, the Soviet Union successfully
launched its Sputnik, the first man-made
satellite to orbit the Earth, prompting
considerable American angst and investor
consternation. Later that fall, President
Dwight Eisenhower suffered a mild stroke,
and the failure of an American test rocket
put a damper on the market’s recovery
from its October low.
Lessons
No two crises are alike. Some contagions
infect fewer people than others. Some are
deadlier than others, and some spread
more easily. Some engulf a city but leave
other areas unscathed and able to help.
Others hit large swathes of continents,
hemispheres, even the entire globe, if not
simultaneously then, in our increasingly
integrated world, in rapid succession.
Securities markets have always tended
to be good leading indicators of future
earnings expectations and will move rap-
idly up and down as new information
24 FINANCIAL HISTORY | Spring 2020 | www.MoAF.org
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Burrows, Edwin G. and Mike Wallace. Gotham:
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Centers for Disease Control and Preven-
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