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1333 days ago

There are 160 covid vaccine candidates currently in process - here's the Top 6 candidates

AstraZeneca is aiming to produce 2 billion doses of vaccines. The distribution is dependent on success of phase 3 trials taking place in August. For Moderna, commercial visibility is only in 2021 but availability for emergency use is likely in the fall of 2020 - source: DB

#Macro
Covid vaccines candidates

1333 days ago

Covid-19 vaccine accelerated development process

As Deutsche Bank Marion Laboure and Jim Reid wrote last week, whereas vaccines normally require years of testing and additional time to produce at scale, amidst the modern era pandemic scientists are hoping to develop a coronavirus vaccine within 12 to 18 months. The reason for that while normally a vaccine takes years to develop using a traditional process, with covid things are far more accelerated...

#Macro
Covid-19 vaccine accelerated process

1333 days ago

Non-cash retail payments in China

Chart showing how much non-cash retail payments Chinese spend with creditcards, debitcards and other Digital Sources. The Growth of new fintech ways of payment is exploding in China with Alibaba Group and Tencent as clear leaders - source: The Economist

#Macro
China non-cash payments

1333 days ago

US budget deficit highest since WWII

With Congress squabbling over the details of a new stimulus package, Mr Trump gave himself permission to trigger the next fiscal stimulus. Expect even larger budget deficit down the line (source of the chart: ML)

#Macro
US budget deficit over history

1333 days ago

Wall Street vs. Main Street in one chart

US private assets as a % of GDP just hits an all time high - Source: BofA

#Macro
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