Independent Strategy

GlobalCovid-19: Data points to lessening of pandemic

Vaccination update 31 May 2021 The data points to lessening of pandemic – not just in developed countries.  This points to continued strong economic recovery also for another reason: the lessening of the ties between the disease, mobility and economic activity.  Meanwhile, policy mismatch between the state of the disease and the state of the…

Tags

ADP (7) Agriculturals (1) Asia crisis (1) Asset Allocation (1) Australia (2) Autos (1) Bank of Japan (1) Big Data (1) BoJ (1) Bonds (6) Brazil (1) Brexit (5) Canada (1) Capital Goods (2) Central Bank (8) Challenger (1) China (18) Claims (1) Climate change (2) Commodities (1) Copper (1) Coronavirus (4) Corporate Bonds (1) Corporate Debt (2) Covid (2) Covid-19 (36) CPI (8) Credit (43) Current Account (1) Debt (2) Debt Crisis (4) Democracy (4) Demographics (9) Deposits (1) Disruptive Technologies (4) Durable Goods (1) Earnings (1) ECB (9) Elections (2) Emerging Markets (4) Employment (15) Equities (1) Euro (3) Eurogroup (1) Europe (2) Eurozone (19) Exports (2) Factory Orders (6) Federal Reserve (7) Fixed Income (2) France (1) FX (2) GDP (11) Germany (15) Globalisation (8) Global Pandemic (2) Gold (2) Google Mobility (32) HICP (1) Hong Kong (1) Housing (4) IFO (3) Income (1) India (1) Industrial Production (9) Inflation (24) Interest Rates (11) Internet (1) Investment (5) IP (9) Iran (4) Ireland (1) ISM (2) Italy (6) Japan (5) Jobless Claims (1) Korea (3) Labour Market (11) Liquidity (8) Manufacturing (3) Monetary Policy (18) Money (4) Money Market (1) Money Supply (17) Myanmar (1) New Monetarism (6) New Zealand (1) Oil (6) Online (1) Payrolls (16) PCE (2) PMI (1) PMIs (1) Politics (10) Populism (6) Portugal (1) PPI (4) Production (1) Productivity (2) Profits (1) QE (5) Quantum economics (4) Real Estate (1) Redline Money (14) Reserves (3) Retail Sales (11) Russia (2) Services (3) Services PMI (1) Sovereign Bonds (2) Sovereign Debt (4) Spain (4) Sterling (1) Sweden (2) Technials (1) Technicals (93) TICS (1) Total Social Financing (11) Trade (10) TSF (4) Turkey (1) UK (18) Ukraine (1) Unemployment (14) US (35) USD (9) Vietnam (1) Wages (16)

In the Media