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(1) Which Countries Will Reach Covid-19 Herd Immunity in 2021? (3 min read)
Vaccination rollouts are in full flow, and Sam van de Schootbrugge estimates which countries will reach herd immunity in 2021. There is also evidence that equity markets move higher with quicker vaccination rollouts.
(Sam van de Schootbrugge│ 19th February, 2021)
(2) Funding COVID Relief & Draining The TGA | The Treasury H1 Financing Strategy | Macro Hive Webinar Recording
If you missed our Webinar yesterday, we have posted it online. In it, we give our views on the upcoming US COVID relief funding. You can access the presentation slides here.
(Dominique Dwor-Frecaut, George Goncalves│ 19th February, 2021)
Biden’s Good Start on China (Project Syndicate, 5 min read)
Another disinflationary force vanishes: The tightening of bank equity capital regulation (VoxEU, 6 min read)
Public and Private Money Can Coexist in the Digital Age (IMF Blog, 6 min read)
Crypto is ‘poorest hedge’ for drawdowns in equities, JPMorgan analysts say (CoinTelegraph, 3 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)