Daily Archives: April 7, 2021

Europe

1/22. Apr 06 to Apr 12 –
Daily #COVID19 epidemic forecasting for 192 countries/territories. Vaccine figures per country in summary tables.
Dashboard: https://t.co/oQTM2049s9
Data source: https://t.co/lsAJmfF616 & https://t.co/YgpOxMJcyy
Powered by @ISG_UNIGE & @SDSCdatascience pic.twitter.com/IMa7enbknf

— Antoine FLAHAULT (@FLAHAULT) April 6, 2021

Germany (data)

Germany reports 9,677 new coronavirus cases, 298 deaths in latest update today https://t.co/0tLIkgiiSv

— ForexLive (@ForexLive) April 7, 2021

Vor Ostern hat sich eine Abschwächung der Dynamik der 3. #Corona-Welle in angedeutet.

Aktuell aber wird die Entwicklung überlagert von dem österlichen Test- und Meldeverzug.

Die große Frage ist weiter: Was von der Abschwächung bleibt nach Ende der Osterruhe übrig?@welt pic.twitter.com/XsNy1YO5Fr

— Olaf Gersemann (@OlafGersemann) April 7, 2021

Die Zahl der aktiven #Corona-Fälle in sinkt um fast 4% auf gut 217.000.

➡️ Zuwachs im Vorwochenvergleich gibt weiter nach, von 9 auf 4%

➡️ Disclaimer: aktuell eingeschränkte Aussagekraft wegen österlichen Test- und Meldeverzugs@welt pic.twitter.com/CkCrLCQhDj

— Olaf Gersemann (@OlafGersemann) April 7, 2021

Germany to miss out on up to 878,400 vaccine doses from Moderna this month – report https://t.co/cs7zBAQtS8

— ForexLive (@ForexLive) April 7, 2021

Spain (data)

Datos por comunidades 06/04/2021:

⚠️Hoy hay 6.623 nuevos positivos.

▪️ Evolución Incidencia acumulada (indica positivos por cada 100.000 hab)
▪️ Razón de tasas
▪️ Incidencias, crecimientos, nuevos positivos y riesgo de rebrote

Sigue hilo pic.twitter.com/1ncp9pYT7f

— ngb padel (@ngbpadel2) April 6, 2021

DATOS COVID-19 ESPAÑA

CASOS NUEVOS
✔️ +6.623 total
✔️ 4.103 día previo

128 FALLECIDOS

9.463 HOSP. [+519 ]
1.990 UCI [+65 ]

⚠️ —> + + +

HILO pic.twitter.com/XzdrOZtDSn

— Miguel Ángel Reinoso (@mianrey) April 6, 2021

2/7) ÉVOLUTION #COVID19 #BARCELONE publiée aujourd’hui 06/04 10h10 correspondant hier (3 derniers jours provisoires), des 14 derniers jours. Source @salutcat:
Cas ↓
Décès ↑
Hospitalisation ↑
USI ↑
Positivité ↑
AI ↓
CFR 30 jours ↑
Outbreak Risk ↓
R-eff ↓ pic.twitter.com/pvtKgHFvXp

— Ramon Fornos (@ramonfornose) April 6, 2021

France (data)

Mise à jour des livraisons de vaccins attendues en France. Seul changement par rapport à la semaine dernière : 3 millions de doses #Pfizer de moins attendues au mois de mai, 2,4 millions d’entre elles ont été basculées au mois de juin. ⤵️ #Covid19
1/4 pic.twitter.com/5zY6I6l1d3

— Nicolas Berrod (@nicolasberrod) April 6, 2021

12 476 935 vaccinations ont été réalisées en France depuis le début, le 27 décembre:
⏩Pfizer
-6 083 122 premières doses
-2 926 553 deuxièmes doses
⏩Moderna
-687 192 premières doses
-193 310 deuxièmes doses
⏩AstraZeneca
-2 585 987 premières doses
-771 deuxièmes doses#Covid19 pic.twitter.com/yILi5IDepn

— Nicolas Berrod (@nicolasberrod) April 6, 2021

En deux jours, dimanche et lundi de Pâques cumulés, 127 840 vaccinations ont été réalisées. Le ministère de la Santé anticipe un rattrapage du jour férié d’hier et espère “2,1 voire 2,2 millions” de vaccinations cette semaine (1,9 million la semaine dernière). #Covid19
1/4 pic.twitter.com/e1K3eSW2rq

— Nicolas Berrod (@nicolasberrod) April 6, 2021

8045 cas ce jour en SPF soit -74% par rapport à mardi dernier(30702)

Bien sur on a l’effet Lundi de Pâques, donc pas de comparaison possible

Demain sera impacté aussi, le nombre de cas positif non dépisté lundi sera en partie jamais dépisté (mystère de l’impact des jours férié) pic.twitter.com/IGMwHTLkgH

— 〽Fabien_L – Météo Covid (@Fabien_L) April 6, 2021

Du coté des données en date de prélèvement, les chiffres ne sont pas impactés par les problèmes techniques et le jour férié national de lundi n’est pas encore intégré (données à J-3).

On est ici à 38 594 cas par jour en moyenne. pic.twitter.com/OSNZiQ9JoY

— Germain Forestier (@gforestier) April 6, 2021

Mise à jour avec les données du 06/04 (03/04 pour les tests) : https://t.co/oGJiH6e9rU

⚠️Attention, lendemain de jour férié donc indicateurs perturbés (décalage de déclaration).@EricBillyFR @Le___Doc #COVID19france pic.twitter.com/Xfs3S8Kfkj

— Germain Forestier (@gforestier) April 6, 2021

Mise à jour avec les données du jour pour les tests (03/04). Seules les données des 29-30-31/03 et 01-02-03/04 sont disponibles pour la S13 (semaine dernière).https://t.co/oGJiH6e9rU pic.twitter.com/gAPscvgamc

— Germain Forestier (@gforestier) April 6, 2021

Mise à jour par région du nombre total de personne hospitalisé et en Réanimation en France Métropolitaine + DOM.https://t.co/y1G7rFCAf2

30639 Hospitalisations
[+732 ]
15 en hausse
2 stable
1 en baisse

5626 Réanimations
[+193 ]
14 en hausse
3 stable
1 en baisse pic.twitter.com/Ns0dmYFoYy

— 〽Fabien_L – Météo Covid (@Fabien_L) April 6, 2021

Italy (data)

Così si muove l’epidemia in Italia: tutti i dati regione per regione https://t.co/c2ju3ETiPH pic.twitter.com/lbJVis9kvK

— Corriere della Sera (@Corriere) April 6, 2021

Coronavirus in Italia, il bollettino di oggi 6 aprile: 7.767 nuovi casi e 421 morti https://t.co/8zLEtiSBPi

— Corriere della Sera (@Corriere) April 6, 2021

Daily New Confirmed Cases (7-day moving average)


*Note: Data can’t be directly compared to lockdown period amid methodology change and increasing frequency of tests (see below).

Daily New Tests (7-day moving average)

Positivity Rates (7-day moving average)

Daily New Confirmed Deaths (7-day moving average)

Cumulative Vaccination Doses Administrated

News

Half of US adults could have a Covid-19 vaccine dose by the weekend, but experts say it’s too soon to declare victory – CNNhttps://t.co/3gIVsHqAiR

— Macro Brief (@macroandfinance) April 7, 2021

This op-ed by @ScottGottliebMD and McClellan is spot on.

The vaccines are amazing. But we must broaden our pandemic response and focus on small molecule anti-viral products.

There are a number of candidates in trials and we should prioritize getting them to the market (1/4) https://t.co/TN0We7AL4y

— Craig Garthwaite (@C_Garthwaite) April 6, 2021

Restrictions

California officials plan to fully reopen the economy on June 15 – if the pandemic continues to abate https://t.co/b4c59awpCV

— Bloomberg Economics (@economics) April 7, 2021

$DIS $CNK | California Plans To Lift Most Covid Restrictions June 15, Keep Mask Mandate – CNBC https://t.co/NTZLFKRHmK

— LiveSquawk (@LiveSquawk) April 6, 2021

Regional data

Today’s #COVID19 indicators:

• 176 new hospitalizations
• 3,193 new cases
• 6.63% positivity rate (7-day avg.)

Everyone over the age of 16 is NOW eligible for the COVID-19 vaccine. Make an appointment now and help us get back to the city we love.https://t.co/cNSZQW3Wf1

— Mayor Bill de Blasio (@NYCMayor) April 6, 2021

Today’s update on the numbers:

Total COVID hospitalizations are at 4,533.

Of the 132,864 tests reported yesterday, 5,748 were positive (4.33% of total).

Sadly, there were 47 fatalities. pic.twitter.com/lG1JVXhKWF

— Andrew Cuomo (@NYGovCuomo) April 6, 2021

NEW JERSEY #COVID19 UPDATE:
➡️3,382 new positive PCR tests
➡️820,686 total positive PCR tests
➡️700 new positive antigen tests
➡️113,050 total positive antigen tests
➡️53 new confirmed deaths
➡️22,132 total confirmed deaths
➡️2,568 probable deaths
https://t.co/JW1q8awGh7 pic.twitter.com/2Lr7cphD7P

— Governor Phil Murphy (@GovMurphy) April 6, 2021

California COVID-19, By The Numbers:

Confirmed cases to date: 3,583,830
Note: Numbers may not represent true day-over-day change as reporting of test results can be delayed

More information at https://t.co/TLLUGwPGY7. pic.twitter.com/1GGhzS2UD6

— CA Public Health (@CAPublicHealth) April 6, 2021

National data (CDC)

April 6th COVID-19 Vaccinations, New Cases, Hospitalizations https://t.co/SKtJ3TdOwl 24.4% of the population over 18 is fully vaccinated, and 41.7% of the population over 18 has had at least one dose (107.6 million people have had at least one dose). pic.twitter.com/UKAlAeD5f8

— Bill McBride (@calculatedrisk) April 6, 2021

VACCINE DATA UPDATE (April 6)

1.4M doses today; 7-day avg=3.0M/day
US: 169M doses total

A rather slow day in the U.S., but may reflect vaccinations over Easter Sunday. (Remember, these data are on an about 48 hour lag.)

Full data: https://t.co/0eOgSRgh2J pic.twitter.com/0ro4naCwPQ

— Drew Armstrong (@ArmstrongDrew) April 6, 2021


Daily New Confirmed Cases

Daily New Confirmed Cases (7-day moving average)

Daily New Tests (7-day moving average)

Positivity Rates (7-day moving average)

Daily New Confirmed Deaths (7-day moving average)

Cumulative Vaccination Doses Administrated

Americas

 
Markets

The S&P 500 slipped but stayed near closing record highs posted in consecutive sessions as investors assessed strong economic data ahead of earnings season. Read more here: https://t.co/DiP17Iwk34 pic.twitter.com/5dMZqvPMJM

— Reuters Business (@ReutersBiz) April 7, 2021

 
Fiscal Policy

President Joe Biden ramps up pressure on Republicans to support his $2.25 trillion infrastructure plan by appealing directly to GOP voters https://t.co/S75LOTqayG

— Bloomberg Asia (@BloombergAsia) April 7, 2021

Yellen’s global tax plan is on the level of Trump’s China trade war, writes @davidfickling. Winning would benefit middle- and working-class taxpayers. But victory is far from (via @bopinion) https://t.co/O86TiaYPCK

— Bloomberg Economics (@economics) April 6, 2021

 
Monetary Policy

Biden says he hasn’t spoken with Fed Chair Jerome Powell since taking office, citing respect for the central bank’s independence and marking a sharp turn from Trump https://t.co/Obs4Ft4gxY

— Bloomberg Economics (@economics) April 7, 2021

 
Geopolitics and Trade

The U.S and Vietnam will work through differences over the dong and timber practices, the U.S. envoy to Vietnam says https://t.co/NyqNbteYM0

— Bloomberg Economics (@economics) April 7, 2021

The U.S. said it will consult with allies about how to handle the 2022 Winter Olympics in Beijing, generating discussion of a possible boycott over China’s human-rights record https://t.co/P6bwBcjDxG

— Bloomberg Economics (@economics) April 7, 2021

 
Covid-19

#Covid_19: Daily Summary (April 7th)
➡ News
➡ Restrictions (easing)
➡ Regional/national data
➡ Vaccine trackerhttps://t.co/lz5hBhNNAY

— Christophe Barraud (@C_Barraud) April 7, 2021

The U.S. government won’t issue so-called vaccine passports, though the Biden administration plans to help companies develop the credentials https://t.co/OMvlHspiiF

— Bloomberg Economics (@economics) April 6, 2021

Asia

 
Covid-19

Beijing is putting up color-coded signs on buildings in its financial district to indicate what percentage of workers inside have received Covid-19 vaccines https://t.co/HuX1zP1kwu

— Bloomberg Asia (@BloombergAsia) April 7, 2021

Thailand may unveil more measures to control the outbreak as a new wave of Covid-19 infections sweeps Bangkok https://t.co/4ww8Da5qSL

— Bloomberg Asia (@BloombergAsia) April 7, 2021

India’s 7-day average of new confirmed virus cases just breached 90,000. Looks like it’s now surpassed last September’s peak. pic.twitter.com/1SRfymo74Y

— David Ingles (@DavidInglesTV) April 7, 2021

 
Other News

*INDIAN RUPEE FALLS 1.1% TO 74.2201/USD; WEAKEST SINCE NOV. 23 – BBG (following GS cut)

*I also ⬇ my GDP forecast 2 weeks ago:

➡ A new double mutant variant of the #Covid_19 has been detected in #India

➡ The months-long Kumbh Mela festival took place despite Covid fears

— Christophe Barraud (@C_Barraud) April 7, 2021

#Japan | Analysis: Even as it tapers, #BOJ invents new weapon to stimulate growth – Reutershttps://t.co/NxXSyX6CIR

— Christophe Barraud (@C_Barraud) April 7, 2021

#China’s Epic Battle With Capital Flows Is More Intense Than Ever – Bloomberg
*Link: https://t.co/eJG9g3vYax pic.twitter.com/qW2Z2jYRbr

— Christophe Barraud (@C_Barraud) April 7, 2021

China’s foreign-currency holdings dropped for a third straight month in March as the dollar strengthened and global bond yields rose https://t.co/rcQn5eetK5

— Bloomberg Economics (@economics) April 7, 2021

Europe

 
Covid-19

#Europe #Covid_19: Daily Summary (April 7th)

Special focus on ⚠ #France

Data for #Germany, #Spain and #Italyhttps://t.co/u2dVk3HeGi

— Christophe Barraud (@C_Barraud) April 7, 2021

Hungary reported a daily record in Covid-19 related deaths on the day it started easing virus curbs, reinforcing concerns that the relaxation of rules came too early https://t.co/9WMaZOA8vd

— Bloomberg Asia (@BloombergAsia) April 7, 2021

 
Other News

“We should have a strong rebound in 2021,” says French Finance Minister Bruno Le Maire as the country remains under lockdown https://t.co/8oveNnDkdM pic.twitter.com/p1Mw3bl6DC

— Bloomberg TV (@BloombergTV) April 7, 2021

French Finance Minister Bruno Le Maire is concerned about the slow rollout of the European Union’s joint recovery fund, saying governments are putting the rebound from the pandemic at risk (via @flacqua, @WHorobin & @JReganReg) https://t.co/BvR1MLW7z0

— Bloomberg Economics (@economics) April 7, 2021

Activity in the UK‘s service industries in March grew at the fastest pace since August as businesses prepared for the easing of Covid-19 restrictions https://t.co/C5zJjeUtmJ

— Bloomberg Economics (@economics) April 7, 2021

Euro-zone companies are returning to broad-based growth, with factories booming and confidence high that vaccinations will soon end the coronavirus crisis https://t.co/bvstat00jl

— Bloomberg Economics (@economics) April 7, 2021

Europeans Are Optimistic About Global Tax Agreement by June – Bloomberghttps://t.co/pjeHDYphU5

— Christophe Barraud (@C_Barraud) April 7, 2021

Other Areas & Global Economy

The IMF upgraded its global economic growth forecast for the second time in three months, while warning about widening inequality https://t.co/6AkWUFmNOg pic.twitter.com/FNV78QxB3Y

— Bloomberg TV (@BloombergTV) April 7, 2021

Millions are tumbling out of the global middle class in historic setback
Brazil’s budget impasse to leave eonomy chief in tougher spot
France signals progress in U.S. talks on global, digital tax
Here’s a rundown of your top economic news today https://t.co/VhT8ciBPNP

— Bloomberg Economics (@economics) April 7, 2021

G20 agree to boost IMF war chest by $650 billion amid pandemic: draft https://t.co/AiiygV5VI0 pic.twitter.com/fNpS2LAbtB

— Reuters Business (@ReutersBiz) April 7, 2021


Week Ahead

⚠ Week Ahead – w14 (2021) ⚠https://t.co/WdHPYp1tnx

— Christophe Barraud (@C_Barraud) April 5, 2021

Most Read

U.S. Economic Growth Will Easily Top 6 Percent In 2021
U.S. Real GDP Can Fully Recover From Covid-19 By The End Of 1Q21
U.S. High Frequency Indicators Point To A Sharp Economic Rebound
US Housing Prices Are Overheating Amid Tight Inventory
The Gap Between U.S. and Eurozone Growth Prospects Has Increased

Citigroup Inc.’s earnings revision index for #Europe (excluding the U.K.) indicates profit upgrades are outpacing downgrades by the most since 2010, ahead of the reporting season – Bloomberg pic.twitter.com/vNTPFx4rtn

— Christophe Barraud (@C_Barraud) April 7, 2021

Europe’s benchmark stock index has finally made up its losses from the pandemic. But the continent still doesn’t look poised for outperformance though. (h/t @kitjuckes @AndrewLapthorne @markopapic) https://t.co/r6rJ4CUp5Z via @bopinion pic.twitter.com/sE1B0gXoV6

— John Authers (@johnauthers) April 7, 2021

India’s 7-day average of new confirmed virus cases just breached 90,000. Looks like it’s now surpassed last September’s peak. pic.twitter.com/1SRfymo74Y

— David Ingles (@DavidInglesTV) April 7, 2021

Options activity remains extremely pessimistic.

US Net Options Volume is among the 5% most negative in 30 years and turning UP.

Green dots mark prior signals – most led to bottoms or uptrend continuation.

This is a “wall of worry” in full force – not even close to complacency. pic.twitter.com/JOqvAKLoKa

— Macro Charts (@MacroCharts) April 7, 2021

This recovery, characterized by unprecedented fiscal #stimulus, is so much different from the one after the Great Financial Crisis. This matters for your investment portfolio. #realassets #commodities ht @TheStalwart pic.twitter.com/mbCH7bLZns

— jeroen blokland (@jsblokland) April 7, 2021

Mortgage Refinance Index

US mortgage refinance index fell eight out of the last nine weeks. Mortgage Bankers Association (MBA) data showed that the refinance index decreased by 5.3 percent in week ending April 2, 2021 (v -2.5 percent w/w prior) to the lowest since February 2020. As a result, US mortgage refinance applications fell 19.3 percent year to date and were down 20.4 percent compared with the same week one year ago. Therefore, the refinance share of mortgage activity decreased to 60.3 percent of total applications from 60.6 percent the previous week.
 

US-mortgage-refinancing-April 7

The decline came as the 30-year mortgage rates rebounded to 3.36 percent last week (up from 3.33 percent prior) and is now up 50 basis points since the start of 2021. Joel Kan, MBA’s Associate Vice President of Economic and Industry Forecasting, highlighted “Overall, refinance demand has decreased, with volume over the past 10 weeks down by more than 30 percent.” In other words, higher mortgage rates are still shutting down refinance activity, as the pool of borrowers who can benefit from a refinance further declines.

On the positive side, mortgage rates have retraced this week after refusing to break through recent highs. “The evidence for a supportive shift in the rate environment is beginning to mount,” wrote Matthew Graham, chief operating officer of Mortgage News Daily.

In the meantime, mortgage purchase applications fell for the second straight week and reached a 5-week low. Kan underlined that “The return of rates to the highest level since last June contributed to a slowdown in applications for both purchases and refinances. The rapidly recovering economy and improving job market is generating sizeable home buying demand, but activity in recent weeks is constrained by quicker home-price growth and extremely low inventory“.

Last week, we saw that housing prices are overheating amid tight inventory. As a matter of fact, the FHFA (Federal Housing Finance Agency) purchase-only price index rose 12.0 percent YoY in January (the largest increase on record and up from 11.4 YoY percent in December).

U.S. housing prices (FHFA)
christophe-barraud-crypto-brief

News

After Christie’s broke records with a $69 million NFT auction, Sotheby’s is following suit with its own crypto-art sale https://t.co/57JWBOI1hX via @bopinion

— Bloomberg Crypto (@crypto) April 7, 2021

NEW: Coinbase reports an estimated $1.8 billion in total revenue for Q1 2021https://t.co/LEDP6REBQ6

— The Block (@TheBlock__) April 6, 2021

Charts

Although Ethereum mean transaction fees are off their late-Feb highs (and the eye-watering levels of Sept 2020), they are still uncomfortably high for most casual users and make it expensive to be an active ETH user. (chart @glassnode) pic.twitter.com/bsAmzXDBwz

— CoinDesk Research (@CoinDeskData) April 6, 2021

Since Oct-20, -$20bn of Gold outflows and +$7 billion of #Bitcoin inflows.

Crowding out of Gold implies huge upside for $BTC in the long term pic.twitter.com/btmYbkp5VX

— Mira Christanto (@asiahodl) April 6, 2021

Lowest bitcoin volume in more than 3 months

The 7-day average real bitcoin volume dropped lower this week, and yesterday marked the lowest level since Jan 1st.

Data: @MessariCrypto @skewdotcom pic.twitter.com/0es07IZD7i

— Arcane Research (@ArcaneResearch) April 7, 2021

Here’s a big one that many have been asking for. Track total value locked in Ethereum Layer 2 solutions.

As always. Free on The Block’s data dashboard.https://t.co/lJFskrmIQw pic.twitter.com/9yz5QfqGZx

— The Block (@TheBlock__) April 7, 2021

Analysis

The Q4 surge in BTC tx count and total value transferred trailed off in Q1, hinting at greater holding behavior. And the growth in average BTC tx size in USD levelled off, even in the face of the price increase, indicating more small-holder participation. https://t.co/MCMnqnlNhS pic.twitter.com/jHe9c51iQU

— CoinDesk Research (@CoinDeskData) April 6, 2021

Crypto asset funds attracted a record amount of inflows and assets under management in Q1, according to @CoinShares. @DantesOutlook reports.
https://t.co/PqKNxaCYu1

— CoinDesk Markets (@CoinDeskMarkets) April 6, 2021

The Q4 surge in BTC tx count and total value transferred trailed off in Q1, hinting at greater holding behavior. And the growth in average BTC tx size in USD levelled off, even in the face of the price increase, indicating more small-holder participation. https://t.co/MCMnqnlNhS pic.twitter.com/jHe9c51iQU

— CoinDesk Research (@CoinDeskData) April 6, 2021


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