Numera’s Herd Immunity Tracker: An impressive 6-month run
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Numera Analytics

Jun 11

Numera’s Herd Immunity Tracker: An impressive 6-month run

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, June 11, 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. This week marked the 6-month anniversary since the official start of COVID vaccination campaigns. During this period, the world has administered…
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Jun 10

Gold as an inflation hedge

By Articles
The June 2021 edition of our Commodity Market Outlook focuses on gold, covering recent market developments and our pricing outlook over the coming year. As usual, we also provide an update on our latest views on broad commodity markets.
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Jun 04

Numera’s Herd Immunity Tracker: A break-through month

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, June 4, 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. Since early May, improvements in vaccine distribution have significantly cut back projected times towards herd immunity. In only four weeks, daily…
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Jun 03

Hedging inflation risk

By Articles
The May 2021 edition of Numera’s US Macro Monitor explores the factors behind high US inflation, and discusses various strategies to minimize inflationary risk. While an inflationary spiral remains unlikely, we expect higher trend inflation than in the past 5Y, weakening the relative appeal of 60/40 portfolios.
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Jun 03

Temporary slowdown in industrial activity

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, June 3, 2021 (Press Release) – Numera today released the latest update of its Global Industrial Tracker, which points to growth slowing into the second quarter. After rising roughly 1% per month in Q1/21, global production rose an estimated 0.3% month-over-month in April – in line with its long-term trend. Looked at by region, most of the growth is now stemming from advanced economies, where improved business and consumer sentiment are boosting the production of…
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May 28

Numera’s Herd Immunity Tracker: Six months to normality

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, May 28, 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 accelerated further this past week, cutting back the estimated time towards 70%+ immunity by 11% to six months.…
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May 27

Low mobility weighing on returns

By Articles
In the May 2021 edition of Numera’s Global Macro Monitor, we investigate the EM equity implications of vaccine inequality. Although global ‘reflation’ benefits EM assets, stark differences in public health risks versus DMs weakens the relative appeal of EM stocks versus past reflationary episodes.
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May 26

Retail spending recovered from second wave

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, May 26, 2021 (Press Release) – Numera today released the latest update of its Global Retail Sales Tracker, which suggests that global retail spending recovered from its second wave lull. Global retail spending likely grew 1.2% MoM in April (+30% YoY), fueled by rising mobility and improving consumer confidence across developed markets (DMs). DM retail sales are now 4.5% higher than their pre-crisis level.
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May 21

Numera’s Herd Immunity Tracker: Developed market health risks easing

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, May 21, 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 continue to accelerate, with daily vaccinations increasing by 1.4M people per day over this past week to 0.45%…
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