Via GaveKal: It is looking likely that most countries will miss their Covid-19 vaccination targets for 2021. This creates a risk of slower than expected economic growth, especially in Europe where renewed lockdowns have forced the region into a double-dip recession, from which it may start to emerge only around midyear. Moreover, any activity dependent
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Europe United States Israel Brazil and South Africa The new strains found in Brazil and South Africa led to a rise in cases in both countries. South Africa appear to be over the worst of it but cases remain
Via Goldman: Our global GS Effective Lockdown Index (ELI) – a combination of official restrictions and actual mobility data from 46 economies, weighted by PPP GDP – tightened in the third week of January. Using our estimated relationship between the GS ELI and real activity, we see an ELI-implied hit of nearly 10% ELI-implied hit
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Europe United States US COVID-19 deaths compared to other major events COVID-19 deaths in the US have now surpassed the number of American military fatalities during World War II. Israel More COVID-19 Statistics and
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Europe United States Israel and UAE Over 20% of Israel’s population have received at least one vaccine dose and the UAE have provided one vaccine dose to 13% of the population in just 4 days. In comparison, the
Via Goldman come a few charts. The answer is a lot: Nearly 10% in fact: With Europe the leading laggard: Bring on those vaccines.
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Europe United States Death Rates More COVID-19 Statistics and Analysis See our latest blog posts or podcasts here. See our Coronavirus data Dashboard for individual country data Data sources This is a list
Forget Bitcoin – the real bubble is in stocks. According to the latest missive from Jeremy Grantham as he warns how dangerous the rise in equity values around the world but especially on Wall Street, which he equates to as big or even bigger than the 1990’s tech led bubble : The long, long
Reuters has posted a good explainer on the new COVID strain sweeping through Britain, which has prompted some neighbouring European nations to shut trade links to prevent transmission. The Cliff Notes summary is that this strain is far more infectious than other strains, but not more lethal. Vaccines are also thought to protect against this
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Europe in Christmas lockdown United States More COVID-19 Statistics and Analysis See our latest blog posts or podcasts here. See our Coronavirus data Dashboard for individual country data Data sources This is a list of some of the main
Via Goldman: Focus is likely to intensify further on Georgia’s two Senate runoff elections, which will determine control of the Senate. We look here at the implications for key assets of a shift from the current Republican Senate majority to Democratic control of the Senate, using the same cross-asset approach that we have used to
Via Goldman: This note expands our monthly forecasting vaccination model by including the major emerging markets and the ten leading global vaccine candidates. Global vaccine supply is likely to become plentiful. Achieving the top-10developer production targets would deliver enough doses to vaccinate 85% of the world’s population in 2021. Although DMs currently hold the largest
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World COVID on the rise in the USA After last week’s drop in numbers in the US the virus was spreading quicker than ever there this week. More COVID-19 Statistics and Analysis See our latest blog posts or
Via Goldman: Our global growth numbers remain well above consensus because we think too many forecasters are extrapolating too much from past cycles. Most recent recessions have resulted from asset price busts and other financial shocks, whose negative effects on output took time to develop and even more time to unwind. By contrast, the 2020
A couple of pieces that investors should pay attention to. First, the pick of Aitkens, James: “There was an enormous mistake coming out of 2009 in the form of the self inflicted European sovereign debt crisis and the lunacy of the tea party. Fiscal policy was cut off way too soon.” …Central banks have signalled
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World US on the rise Europe beginning to stabilise Recently Belgium had one of the highest infection rates in Europe and hospitals were overwhelmed. The country has been in a hard lockdown for the past month and cases and
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World United States Hospitalisations Increasing Cases Decreasing Cases More COVID-19 Statistics and Analysis See our latest blog posts or podcasts here. See our Coronavirus data Dashboard for individual country data Data sources This is a list of some
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Deaths and Hospitalisations Note: Hospitalisations data for Europe is only updated weekly. These numbers are up until Sunday Nov 7th. In Europe there is a significant increase in the number of deaths being reported. This week Czechia and Belgium
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Hospitalisations Note: Hospitalisations data for Europe is only updated weekly. These numbers are up until Sunday Nov 1st. More COVID-19 Statistics and Analysis See our latest blog posts or podcasts here. See our Coronavirus data Dashboard
Earlier this year, the Economic Policy Institute released research proving that the United States’ temporary skilled visa scheme (H1B) has been ruthlessly exploited by employers to undercut American wages. The analysis was based on the Department of Labor’s Occupational Employment Statistics (OES) survey, which constructs a distribution of wages for each occupation in a specific
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Victoria vs Europe A few weeks ago I made the comparison between Ireland and Victoria due to their similarity in population size and looking at the effectiveness of Ireland’s lockdown. Now as Melbourne come out of restrictions Ireland
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Italy and Iran Canada More COVID-19 Statistics and Analysis See our latest blog posts or podcasts here. See our Coronavirus data Dashboard for individual country data Data sources This is a list of some of the main data sources
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World USA More COVID-19 Statistics and Analysis See our latest blog posts or podcasts here. See our Coronavirus data Dashboard for individual country data Data sources This is a list of some of the main data sources we use: https://www.worldometers.info/coronavirus/ Probably
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World United Kingdom Cases per Population Cases are still rising in Latin America. Cases per population in Europe are lower in comparison to Latin America. More COVID-19 Statistics and Analysis See our latest blog posts or podcasts here. See our
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World India Eastern Europe Europe’s second wave is becoming more apparent and many countries in Eastern Europe are also seeing spikes in new cases. More COVID-19 Statistics and Analysis See our latest blog posts or podcasts here.
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Europe’s Second Wave New Cases in Europe are increasing rapidly with Spain and France being the worst affected and the UK also reporting high numbers. Many countries are introducing lockdown measures again. Despite the increasing cases the number
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Can Melbourne and Victoria eradicate the virus? The Victorian government announced that no major changes to restrictions will happen until the 14 day average is 5 or less. This will allow hospitality to open for outdoor dining. The
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the World Asia More COVID-19 Statistics and Analysis See our latest blog posts or podcasts here. See our Coronavirus data Dashboard for individual country data Data sources This is a list of some of the main data sources we
Via Deloitte: The release of national accounts data this morning confirms the Australian economy has just experienced its sharpest ever three-month contraction – driving it to its weakest growth since the end of World War 2. Australian GDP growth over the same quarter of the previous year Source: Australian Bureau of Statistics. Note quarterly numbers
By Paul Lavin on Medium: 2020 getting set to go out with a bang The US is on the cusp of an economic boom. The Covid crisis is petering out yet policy will remain pedal to the metal with high powered fiscal and economic intervention more potent than the weak-assed monetary fiddling normalised after 2008,
