Numera’s Herd Immunity Tracker: Emerging market progress stalls
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Numera Analytics

Jul 09

Numera’s Herd Immunity Tracker: Emerging market progress stalls

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, July 9, 2021 (Press Release) – Numera today released the latest update of its Herd Immunity Tracker. This report will be published weekly for the remainder of the year. Its purpose is to complement available information on COVID-19 vaccination rates with timely estimates on projected times remaining until 70%+ immunity for all major economies. Global vaccination campaigns stalled over the past week, increasing the projected time towards 70%+ immunity by 5.2% to 4 months. Importantly,…
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Jul 07

Will the tech rally persist?

By Articles
The June 2021 edition of Numera’s US Macro Monitor discusses US consumption prospects, exploring the likelihood of a normalization in expenditure patterns. We then evaluate the implications of potential budget shifts for sector rotation, focusing on the relative performance of tech stocks.
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Jul 02

Numera’s Herd Immunity Tracker: Canada leads the way

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, July 2, 2021 (Press Release) – Numera today released the latest update of its Herd Immunity Tracker. This report will be published weekly for the remainder of the year. Its purpose is to complement available information on COVID-19 vaccination rates with timely estimates on projected times remaining until 70%+ immunity for all major economies. Global vaccination campaigns accelerated further this past week, reducing the projected timeline towards 70%+ immunity by 5% to 3.4 months. Most…
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Jul 02

Global goods consumption growth easing into H2

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, July 2, 2021 (Press Release) –Numera today released the latest update of its Global Retail Sales Tracker, which points to global goods consumption growth easing into H2. Numera's advance estimates for global retail sales for May and June suggest spending on goods weakened from its reopening high in April. In a context of strong consumer confidence and high excess savings, the May drop primarily reflects substitution away from goods and towards previously unavailable services.
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Jun 30

Worldwide industrial activity normalizing into H2

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, June 30, 2021 (Press Release) – Numera today released the latest update of its Global Industrial Tracker, which points to growth normalizing into the second half. Global industrial production should continue to benefit from unusually strong business investment, driven by low borrowing costs and further declines in economic uncertainty. Moreover, unlike manufacturing activity, falling public health risks should help boost mining activity and crude oil production.
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Jun 29

Growth in manufacturing output eased in H1

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, June 29, 2021 (Press Release) – Numera today released the latest update of its Global Manufacturing Tracker, which reveals manufacturing output continued to expand into the second quarter. Global manufacturing activity grew 3.5% annualized in H1, well above its long-term trend but not enough to satisfy booming demand for both consumer and investment goods. Capacity constraints have caused a run-up in global producer prices, up 14% annualized in April. Rising mobility should cause expenditure patterns…
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Jun 25

Numera’s Herd Immunity Tracker: Emerging markets catching up

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, June 25, 2021 (Press Release) – Numera today released the latest update of its Herd Immunity Tracker. This report will be published weekly for the remainder of the year. Its purpose is to complement available information on COVID-19 vaccination rates with timely estimates on projected times remaining until 70%+ immunity for all major economies. Global vaccination rates continued to accelerate this past week, cutting back the estimated time towards 70%+ immunity by 12% to 3.8…
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Jun 23

Europe’s time to shine

By Articles
The June 2021 edition of Numera’s Global Macro Monitor focuses on the Euro area, discussing EZ growth prospects and the regional investment outlook. Unlike past recessions, Europe should experience a sustained equity rally, underpinned by rapidly improving confidence and a strong Euro.
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Jun 18

Numera’s Herd Immunity Tracker: Developed market progress continues

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, June 18, 2021 (Press Release) – Numera today released the latest update of its Herd Immunity Tracker. This report will be published weekly for the remainder of the year. Its purpose is to complement available information on COVID-19 vaccination rates with timely estimates on projected times remaining until 70%+ immunity for all major economies. Global vaccination campaigns accelerated further this past week, reducing the projected timeline towards 70%+ immunity by 5% to 4.7 months. Once…
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