Will Delta derail the economy?
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Covid

Aug 12

Will Delta derail the economy?

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The August 2021 edition of Numera Analytics' Global Macro Perspectives report features in-depth commentary of the key macro themes shaping the global economic outlook, as well as our latest country and regional views on growth, inflation and exchange rates.
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Aug 10

Markets too bearish on oil

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The August 2021 edition of our Commodity Market Outlook focuses on crude oil, 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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Aug 06

Numera’s Herd Immunity Tracker: EZ continues to lead the way

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, August 6, 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. Apart from the stalled vaccination campaign in the US, developed markets are still making headway towards ‘herd’ immunity. While the projected…
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Aug 02

Global industrial output slowing into H2

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FOR IMMEDIATE RELEASE MONTREAL, QC, August 2, 2021 (Press Release) – Numera today released the latest update of its Global Industrial Tracker, which points to growth slowing into the second half. Industrial production contracted 0.7% in May, primarily owing to substitution away from goods and towards contact services. In addition, demand for capital goods has started to weaken given an already very high investment share of GDP. High-frequency data points to a partial recovery in June and July, partly on…
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Jul 30

Numera’s Herd Immunity Tracker: Delta revitalizes campaigns

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, July 30, 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 picked up this past week amid a growing sense of urgency to minimize the impact of the highly…
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Jul 27

Global manufacturing normalizing

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FOR IMMEDIATE RELEASE MONTREAL, QC, July 27, 2021 (Press Release) – Numera today released the latest update of its Global Manufacturing Tracker, which reveals manufacturing output is normalizing into mid-2021. Worldwide factory output fell 1% in May, with production edging down in most region, owing to new COVID outbreaks and substitution towards contact services in countries with a high vaccine coverage. Despite weakening demand, inflationary pressures continued to build, with elevated commodity inflation lifting global producer prices by a staggering…
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Jul 23

Numera’s Herd Immunity Tracker: The race against Delta

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FOR IMMEDIATE RELEASE MONTREAL, QC, July 23, 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. The advent of the Delta COVID variant is creating a renewed sense of urgency around the speed of vaccination campaigns. Clinical…
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Jul 21

Metal prices at a tipping point

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The July 2021 edition of our Commodity Market Outlook focuses on base metals and iron ore, 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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Jul 16

Numera’s Herd Immunity Tracker: A mixed bag

By Press
FOR IMMEDIATE RELEASE MONTREAL, QC, July 16, 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 have stalled in July, primarily owing to a slower pace of inoculation in emerging economies. At current rates…
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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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