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7 Jan, 5 tweets, 5 min read
#UK #Covid19 press conference detailed national #vaccine plan to Feb 15-deadline to have 15 million people in 4 main groups have appointments to start #vaccination. 4 groups: 1. elder care residents/staff 2. 70yrs+ 3. frontline NHS staff 4. clinically very vulnerable. (Thread)
Re: resources: #UK plans to have +1000 GP led #vaccination sites, 223 hospital sites, 7 giant #vaccine centers, & 200 community pharmacies to administer the vaccines. According to @BorisJohnson this will allow UK to administer 100s of thousands of vaccines daily by Jan 15. Image
1.5 million people in #UK have received 1st vaccine dose. Chart: country comparison: #COVID #vaccines administered per 100k people. So far, #UK leads. It has 3 vaccines cleared for emergency use ($PFE, $MRNA, $AZN) vs 2 in US. @martin_lynge is helping us track. Image
On a sad note, 1 in 30 people were infected with #covid in #London from Dec 27 - Jan 2, according to the Office of National Statistics. Chart below shows the rise in the trend daily #Covid cases there. Image
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More from @ExanteData

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4 Dec 20
November was a huge month for EM ex-China portfolio flows and many are wondering will this continue and what are the implications for EMFX and the dollar. THREAD @adam_tooze @MarketInterest @jturek18 1/5
On flows, it is important to keep both the cyclical and structural stories in mind. Flows to EM ex-China (especially equity flows) have been weakening for years. And increasingly China accounts for debt inflows equal to the rest of EM combined. @michaelxpettis @M_C_Klein 2/5
Whether we are going to get a big sustained rebound in EM flows is likely a function of the growth regime as the chart below shows (the two are correlated). Even a return to the low growth regime of 2014-19 suggests some room to run yet. @MarketInterest 3/5
Read 6 tweets
Exante Data Profile picture
11 Nov 20
(1/5) Senior Advisor @Brad_Setser has joined the Biden-Harris Transition Team as a member of the Office of the United States Trade Representative agency review team. As such, Brad will be on leave from his role at @ExanteData. #BidenHarris2020
(2/5) Brad joined @ExanteData in mid-2019. While with Exante, he remained on fellowship with @CFR_org. Brad has been analyzing global capital movements for more than 20 years, and we regard him as one of the world’s top experts on this topic.
exantedata.com/announcement-b…
(3/5) "We wish Brad the best in this important policy role. We have learnt a lot from Brad's deep knowledge of balance of payment trends in many important economies, and we are grateful for his contributions to @ExanteData in 2019 and 2020." - Founder @jnordvig
Read 6 tweets
Exante Data Profile picture
7 Oct 20
(1/4) Update re #ECB Q-end balance sheet released today. Confirms adjustments to asset holdings which distorted the flow of asset purchases published Monday. *Applying these corrections shows PEPP purchases during wk ended 2 Oct were EUR13.1BN & total asset purchases EUR20.6BN*.
(2/4) This still represents a softening in the pace of net asset purchases from EUR29.5BN the previous week and the lowest for 4 weeks, but redemptions of EUR8BN across all programs during the week also weighed on the flow. Updated chart below:
(3/4) Eurosystem bank reserves/deposits increased EUR247BN during the week, driven by net EUR157BN increase in PETLTRO claims, EUR77BN reduction in gov deposits, & EUR12BN addition of liquidity due to asset purchases (adjusted.)
Read 4 tweets
Exante Data Profile picture
7 Oct 20
**October 6th marked 6 months since MAX GLOBAL #lockdown**. That was achieved on April 6 when 76% of global cities had #traffic congestion down 40% y/y or more. Now, only 8% of cities have congestion down 40%. (see thread - 6mo mark)
Charts: Side-by-Side Comparison - Top 30 Global Cities Most Depressed #Traffic Congestion. April 6 (Max lockdown) % Oct 6. Apr 6 (left): smoothed shows cities Manila & Kuala Lumpur top 2. The US had 7 cities in top 30. #India had 4. Other cities included: #Wuhan #Paris #Istanbul
Oct 6: smoothed data (right) US has 2 of the 3 top cities: #Honolulu #SanJose. #TelAviv is top city most depressed traffic congestion. #China cities make list, but has to do w/ Golden Week holiday.#Melbourne #Australia on list - has been a recent coronavirus hotspot
Read 5 tweets
Exante Data Profile picture
5 Oct 20
(1/8) #ECB today published an update on govvie purchases under PEPP (Aug-Sep) & PSPP (Sep) which shows the huge benefit from PEPP in terms of purchase pace & capital key deviation during times of stress.
(2/8) For example, total PEPP purchases of non-supra govvies slowed in Aug/Sep from EUR184BN in June/July to only EUR121BN. Partly this is seasonal, as August is a stale month for markets. But this also reflects the prior need to front load PEPP purchases.
(3/8) In terms of flexibility, chart shows share of PEPP govvie purchases over the 3 periods for which data is available. In Aug/Sept, as well as slowdown in purchases, deviations from capital key were much smaller than earlier this year. Image
Read 8 tweets
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15 Sep 20
Head of Asia Pacific, Grant Wilson on RISK PARITY: It has been presented as an alternative to the classic 60/40 allocation b/w equities & bonds. (Thread 1/8). Originally featured as an opinion piece in @FinancialReview
2/8: Risk Parity equalizes contributions to risk from different asset classes in portfolio. Typically targets #volatility for portfolio as whole, in range of 10-15%. Equity, bonds, & other sector allocations derived based on measures of expected return/risk/correlation.
3/8: Risk parity has become synonymous with an ‘all weather’ portfolio. In March, #COVID19 roiled financial markets & we saw the short-comings of this slogan.
Read 9 tweets

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