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US: impact of the Delta variant on high frequency data
After a rapid start, the vaccination rollout slowed markedly this summer, as a wave of the Delta variant surged. Whilst mortality is much lower than during previous waves, the pressure on hospital capacity is increasing, especially in states where the population is reluctant to be vaccinated. This new wave may kindle fears of a decline in activity. In this note we analyse a raft of high frequency data. We see some stability or a modest decline between July and August, but at this...
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
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