1155 days ago
As you might know, carbon emissions plummeted in 2020, as a direct correlation with the transportation industry. The difference was the greatest in very populated countries such as China, US and India. China is especially impressive, as it is up for a strong market acceleration. The reopening of markets and emissions will be one of the main challenge of 2021.
1156 days ago
S&P Skew fell to the bottom 0.8% of all time (17 years), extremely rare. Hedging got almost as expensive as March 2020 – unbelievable. Historically, almost every time fear got this high, Stocks were at or near a major bottom.
1156 days ago
Not so long ago, the precious rare earth material needed for the production of microchips and electric motors were almost exclusively sourced from China. However, the provenance of these components has been diversified recently. Make no mistake, China still holds two thirds of the rare earths production, but other countries such as the US or Australia are developing their offer. Countries like Brazil, Vietnam and Russia also have a lot of potential, one that is far from being fully exploited.
1156 days ago
The road to immunity will not be of the same length for everyone. In some regions, it will take years before the majority of adults are vaccinated. If the luckiest countries should manage it by the end of 2021, many other will have to wait until 2022 or even 2023 for some regions in Asia, Africa and South America.
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