Subscribe

COVIDsee more…

  1. Tourist Numbers Sluggish Despite China Reopening

    Bilal Hafeez, Ben Ford

    Global departures sit at 104,000 per day, a level comparable to 2019, but shy of the levels they were before Covid-19 struck in 2020 (Chart 1).

  2. Is China Worried About Taiwan’s COVID Strategy?

    Bilal Hafeez

    Many were looking for China’s 20th National Congress to mark the end of China’s zero-COVID policy (ZCP).

  3. Movies Are (Almost) Back After the Covid-19 Lull

    Bilal Hafeez, Zain Siddiqui

    2022 has been a bumper year for films released at US cinemas. Top Gun: Maverick grossed $600mn, Dr Strange 2 $400mn and The Batman $400mn...

  1. Markets Have Entered the Multiverse of Madness

    Bilal Hafeez

    Movie fans will know that the new phase of the Marvel Cinematic Universe recently kicked off with Doctor Strange in the Multiverse of Madness.

  2. What China’s COVID Setbacks Mean For Markets

    Bilal Hafeez

    China was originally held up as the success story for managing COVID. But two years on, Shanghai is locked down and Beijing is testing all its residents for COVID.

  3. Stimulus Checks Fuelled Speculation During the Pandemic

    Sam van de Schootbrugge

    Researchers from Harvard Business School and NYU Stern examine how US stimulus checks impacted stock prices during the pandemic.

After Two Years, Which Countries Fared Worst During the COVID Pandemic?

Bilal Hafeez, Ben Ford

It has been two years since the World Health Organisation (WHO) declared COVID-19 a pandemic. And almost every country has tried to deploy...

Big Pharma’s Big Failure: Two Years Into COVID-19

Matthew Tibble

Today is two years exactly since the World Health Organization declared Covid-19 a pandemic. It took under a year from the outbreak...

  1. Inflation Shocker – It’s the Pandemic, Stupid

    Bilal Hafeez

    The simplest explanation for the recent surge in US inflation is the pandemic, not the Fed’s balance sheet expansion. Once the pandemic eases, so will inflation.

  2. Boosters Holding Back Worst of Omicron

    Sam van de Schootbrugge

    European countries imposed new restrictions over the festive period following a sharp rise in cases. As a result...

  3. 2022 Grey Swans: The Complete List

    Bilal Hafeez

    2021 has felt full of Grey Swans, from continuing COVID mutations to low rates in the face of high inflation. We therefore continue our tradition of picking Grey Swans...

Are Covid Vaccines Policy Placebos or Pandemic Shields?

Dominique Dwor-Frecaut

US cases, hospitalizations and excess deaths show limited vaccine impact on the pandemic. The limited health impact of vaccines...

2022 Grey Swan #2: With a Magic Wand: COVID All But Disappears

Sam van de Schootbrugge

Covid-19 has subsumed many of our traditional social pleasures, customs, habits and lifestyles. Arguably, it has also created a more unequal and divided society...

  1. Omicron: Micro or Macro?

    Dominique Dwor-Frecaut, Sam van de Schootbrugge

    Even if Omicron turns out benign, much uncertainty still exists around the pandemic’s path. We estimate US states'...

  2. Omicron Selloff Creates Opening to Buy Traditional Infrastructure ETFs

    John Tierney

    One casualty of the Omicron market selloff is ETFs focusing on US traditional infrastructure. Unsurprisingly, they surged in November...

  3. Our Favourite Equity Sector Plays After Omicron

    John Tierney

    Our equity sector views were based on a positive growth view. Friday’s revelations about Omicron and the ensuing selloff question...

Which Countries Are Least Protected Against the New Covid Variant?

Sam van de Schootbrugge

Reports of a new, potentially concerning Covid-19 variant, B.1.1.529, are creating greater uncertainty as we enter winter. Pseudovirus...

Austria Enters Lockdown, But Who Is Next?

Sam van de Schootbrugge

Austria has entered a 20-day full lockdown and ordered compulsory Covid-19 vaccination from 1 February 2022. Cases in the country are up...

View all articles in "COVID"…

Subscribe to Macro Hive

Macro Hive is the community platform for the thinking investor…

START 30-DAY FREE TRIAL

Already have an account?…

Log in…

Get the weekly newsletter 16,000+ finance pros read for 'must-have' trade ideas.

    Spring sale - Prime Membership only £3 for 3 months! Get trade ideas and macro insights now