Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is possible, we see early-to-mid November as our base case for PhIII data. Pfizer/BioNTech and Moderna appear slightly ahead of AstraZeneca for US PhIII data, though we note many details on the PhIIIs have not been disclosed which could impact our projected…
In the week that was, we had a rare 2018 example of market inefficiency. For much of the year...
“If falling 10% in stocks over a couple weeks is too much volatility for you, then being up 25%...
Narrative vs. Flows, Liquidity-Volatility-Flows Feedback Loop, QE/QT and Liquidity Narrative vs. Flows By Marko Kolanovic, PhD and Bram Kaplan,...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
One could make the argument that this is one of the more predictable market pullbacks in recent memory. The...
Bear markets start one of two ways, and we don’t think either cause is present currently. We call them...
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
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