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2021-12-10 01:23:07 Moderate downside risk from Omicron, especially in Asia and Europe (Goldman). باز کردن / نظر دهید

2021-12-10 01:21:10 Vaccine league tables. باز کردن / نظر دهید

2021-12-09 21:04:10 Director of Israel’s Largest Hospital Admits at Least 7 COVID-19 Vaccine Doses Likely Needed for All Israelis

"...it seems that we will need to take a fourth, and fifth and sixth and seventh doses—who knows how many." باز کردن / نظر دهید

2021-12-09 20:13:59 To all those who believe Omicron is signaling the transition of the pandemic into endemicity

"Consequently, dominant circulation of Omicron would ultimately make vaccinees more frequently susceptible to disease, whereas fewer and fewer unvaccinated individuals would be susceptible to contracting C-19 disease as a result of innate immune training upon viral exposure. In conclusion, it seems highly unlikely that dominant circulation of Omicron will result in diminished incidence of disease and cause the pandemic to transition into an endemic state. In contrast to the situation in the pre-Omicron era, the incidence of disease is now likely to disproportionately increase in vaccinees. This may, once again, prompt public health authorities to follow the erroneous advice of the vaccine industry and key opinion leaders who will undoubtedly recommend to continue the mass vaccination program using updated vaccines that suit the S version of the Omicron variant." باز کردن / نظر دهید

2021-12-09 19:54:29 ECB is likely going to take small steps towards ending the pandemic support, but forget about it ending.

Inflation risks to the upside have risen and most decisions will be postponed into Q1 next year.

Barclays/Nordea: "We expect the ECB to indicate that average inflation will converge to 2% at the end of the forecast horizon from below, implying that rates will not be raised before late 2023. The ECB will likely increase APP purchases in 2022 but shorten the timeline, giving itself flexibility to adjust if price pressures stay elevated."

(Source: ECB/Nordea) باز کردن / نظر دهید

2021-12-09 19:49:23 Labour shortages.

Tight labour market continues to be a huge problem going forward. Wage inflation is here to stay.

(Source: Deutsche Bank) باز کردن / نظر دهید

2021-12-09 19:45:38 Fed & Inflation.

1. Core inflation to print at 5.1% with upside risk.
2. Headline inflation to reach 6.6% YoY (highest since 1982).
3. The Fed will double down on the tapering speed at the FOMC on December 14-15.
4. First hike due at June 2022.

(Source: Nordea/Bloomberg) باز کردن / نظر دهید

2021-12-09 19:39:21 Chinese equities have under performed, but tend to turn around with the credit impulse.

The space policy makers are basically focusing on: new energy (renewables and grid), new infrastructure (smart roads, telecoms) and the digital economy (5G, data centres).

(Source: TS Lombard) باز کردن / نظر دهید

2021-12-09 19:33:58 Top 35 companies that form 25 percent of world market capitalization. باز کردن / نظر دهید

2021-12-09 18:40:57 Omicron 4x More Infectious Than Delta, WHO Says Vaccines Should Not Mix

"The data is still rolling in on both transmissibility and what appears to be significantly reduced severity vs. Delta, but on Thursday Bloomberg noted a Japanese study which found that omicron is 4.2x more transmissible than delta. [...] What's more, over three-quarters of those who have been confirmed to have caught omicron were vaccinated. And one-third had received a booster. So far, no deaths due to omicron have been reported."

"Moving on to more omicron news from Thursday's session, the WHO has warned that patients should try to take doses of the same jab, and that only those in countries with tight vaccine supplies should mix and match. The UN-tied agency's panel of expert advisors made the conclusion, according to Bloomberg." باز کردن / نظر دهید