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…
Morgan Stanley: Reaching Herd Immunity
A financial market resource for the every-day investor and trader.
-
The Leuthold Group: Putting The “Sahm Rule” To The Test
Seth Golden, , Research Reports, 0
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
-
J.P. Morgan: Pro-risk stance reinforced by extreme investor negativity, China easing and Q1 earnings
Seth Golden, , Research Reports, 0
Cross-asset Strategy: Investor sentiment is reaching extreme weakness, with the AAII bull-bear survey metric recording its lowest reading since...
-
S&P 500 Turned Away At Overhead Resistance: Macro-Mud Remains
Seth Golden, , Research Reports, 0
It was a headline heavy week that drove the S&P 500 (SPX) absolutely… nowhere. In fact, after a strong...
-
-
Nomura Quant Insights: Of macro hedge funds and year-end rallies
Seth Golden, , Research Reports, 0
CTAs’ net long position in USD/JPY cut by half from its recent peak Macro hedge funds may act on...
-
Weekly State of the Market: Consolidation Arrives
Seth Golden, , Research Reports, 0
Markets are fundamentally volatile. No way around it. Your problem is not in the math. There is no math to...
-
J.P. Morgan on NVIDIA Corporation: Strong Results/Guide On AI Demand Pull For Datacenter Compute/Networking Products; Software Sales Accelerating; Reit OW
Seth Golden, , Research Reports, 0
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...
-
NDR 2020 Election Handbook
Seth Golden, , Research Reports, 0
In some regards, an incumbent seeking reelection fits well into NDR’s historical analysis wheelhouse. The last presidentto not run...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00