Numera’s Herd Immunity Tracker: Canada leads the way

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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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Growth in manufacturing output eased in H1

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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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Numera’s Herd Immunity Tracker: Emerging markets catching up

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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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Europe’s time to shine

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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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Numera’s Herd Immunity Tracker: Developed market progress continues

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

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

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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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Numera’s Herd Immunity Tracker: Six months to normality

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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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Low mobility weighing on returns

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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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