When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line, Exhibit 1), we simulated different scenarios that forecast potential vaccine uptake by YE21 (black lines, Exhibit 1) which could lead to herd immunity (see our note here). In our analysis, we consider only the US population aged 12+ years (~280M),as we…
Midweek, the markets took a turn for the worse in what is rapidly correlating to the spookiest month of...
Welcome back Finom Group traders and investors! Two weeks ago the markets struggled, but still managed to eek out...
Markets: Job openings fell in September according to the latest JOLTS report out today, while our “Take this job...
Welcome back to this weekend’s Research Report! This weekend’s Report is in PDF format due to issues the Host was having...
Market and Volatility Commentary Upside for EM Equities and Value; Evolution of the Trade War; End of Cycle and Fiscal...
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
“The S&P 500 has not bottomed in the months of January – May when it has finished the year...
Fear dominates in times that are especially uncomfortable. Bear market, recession, yield curve inversion, whatever….Negative focus/thinking is a self-perpetuating...
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