-
Swift drop in oil prices
There's a line of thinking that oil demand won't be hit hard by the new variant. According to Capital One, the impact of delt ...read more
Posted on: Tue, Nov 30, 2021 5:13 PM
-
Closing changes for the main indexes
The early gaps lower on the comments from the Moderna CEO mostly closed and losses were modest.
...read more
Posted on: Tue, Nov 30, 2021 4:37 PM
-
US November consumer confidence data from the Conference Board
This survey was from prior to omicron so I'd expect to see a drop next month.
...read more
Posted on: Tue, Nov 30, 2021 3:00 PM
-
US dollar under pressure
US 10-year yields are down 10 basis points today with the entire curve moving down.
It reflects fear about the new covid var ...read more
Posted on: Tue, Nov 30, 2021 2:51 PM
-
Forget the talking heads, follow the data
Everyone pretends like they're researching and following the data but when the CEO of Moderna speculates on ...read more
Posted on: Tue, Nov 30, 2021 2:13 PM
-
Case-Shiller home price data
...read more
Posted on: Tue, Nov 30, 2021 2:01 PM
-
Home price data from the US mortgage regulator
...read more
Posted on: Tue, Nov 30, 2021 2:00 PM
-
Reuters secondary sources survey
Saudi Arabia and Iraq boosted output in line with the agreement along with Kuwait, the UAE and Algeria.
Output fell i ...read more
Posted on: Tue, Nov 30, 2021 1:57 PM
-
Canadian GDP data for the third quarter
Consumer spending roared in the quarter while inventories trimmed 0.74 pp from GDP. I suspect ...read more
Posted on: Tue, Nov 30, 2021 1:30 PM
-
What's coming up
The mood is sour today after Moderna's CEO :
said
"I think it's going to be a
material drop. I just don't know how much because ...read more
Posted on: Tue, Nov 30, 2021 1:11 PM
-
Forex news from the European trading session - 30 November 2021
Headlines:
Markets:
- EUR leads, CAD lags on the day
- European equities lower; S& ...read more
Posted on: Tue, Nov 30, 2021 12:41 PM
-
Regeneron and Lilly antibody drug cocktails reportedly lose effectiveness against the omicron variant
This according to a WSJ report, with Regeneron s ...read more
Posted on: Tue, Nov 30, 2021 11:10 AM
-
Latest data released by Eurostat - 30 November 2021
However, services inflation and non-energy industrial goods inflation were both also seen above th ...read more
Posted on: Tue, Nov 30, 2021 10:00 AM
-
A full 25 bps rate hike now seen in September 2022
That compares to last week when a 25 bps rate hike was priced in for July 2022 instead. As mentione ...read more
Posted on: Tue, Nov 30, 2021 9:34 AM
-
Latest data released by the Federal Employment Agency - 30 November 2021
This just reaffirms that the trend is improving as a whole but more time is n ...read more
Posted on: Tue, Nov 30, 2021 8:55 AM
-
Latest data released by Istat - 30 November 2021
Slight delay in the release by the source. The preliminary report can be found . No change to the ini ...read more
Posted on: Tue, Nov 30, 2021 8:12 AM
-
The Stoxx 600 index is at its lowest in nearly 7 weeks
After a decent showing yesterday, we're back to the jittery mood from Friday after Moderna's CE ...read more
Posted on: Tue, Nov 30, 2021 8:07 AM
-
Latest data released by KOF - 30 November 2021
...read more
Posted on: Tue, Nov 30, 2021 8:02 AM
-
Latest data released by INSEE - 30 November 2021
...read more
Posted on: Tue, Nov 30, 2021 7:45 AM
-
Latest data released by INSEE - 30 November 2021
here
...read more
Posted on: Tue, Nov 30, 2021 7:45 AM
-
An update to the COVID-19 status in China
China is still working its way towards getting almost the entire population vaccinated, with the health offi ...read more
Posted on: Tue, Nov 30, 2021 7:32 AM
-
Based on the draft budget, according to Kyodo News
The total spending is likely to exceed ¥107 trillion, which would be a record high.
That ...read more
Posted on: Tue, Nov 30, 2021 7:08 AM
-
Kyodo News reports on the matter
The case above relates to a man in his 30s that have arrived from Namibia.
The question now is whether or not omicron ...read more
Posted on: Tue, Nov 30, 2021 6:38 AM
-
What we know
The Omicron variant has 30 changes to it including a small insertion in the spike protein and three small deletions. Around 50% of these ...read more
Posted on: Tue, Nov 30, 2021 6:32 AM
-
Daily thread to exchange ideas and to share your thoughts
But keep in mind that there are still plenty of uncertainties with regards to the ...read more
Posted on: Tue, Nov 30, 2021 6:23 AM
