Results for sep

OIL MARKET 6: West of Suez, things aren’t looking great. Surging covid cases are denting European demand. The index that @alexlongley1  and I compile (high frequency data for UK, France, Italy and Spain) shows road usage down to -10%, from a recovery peak of -6% hit mid-Sep | 6/12

OIL MARKET 4: The Asian pull is reverberating throughout the global market, mostly via structure. Brent M1-M7 contango has narrowed to a 3-month high this week of -$1.52 a barrel compared to -$3.2 a barrel in mid-Sep. That’s despite weak local demand for North Sea oil | 4/12

This from Sep. 22 turned out to be too optimistic. The moderators simply gave up on real time fact checking and tossed to the Daniel Dales for after-the-fact checking. Not even symbolic push back. The firehose was too much.

U.S. output growth regained momentum in October amid a sustained upturn in demand, with business optimism also improving markedly. The Flash U.S. Composite #PMI  Output Index climbed to a 20-month high of 55.5 (Sep: 54.3). Read more:

Deaths are a lagging indicator, just starting to turn up at 788/day over last week (highest since Sep 19). While a continued uptrend in deaths is to be expected, a return to March/April levels is unlikely as the virus is not as prevalent today & younger/healthier cases on avg.

Reduced immunogenicity of the adjuvanted recombinant zoster vaccine after hematopoietic cell transplant: a pilot study [Sep 29, 2020] Camargo et al. @drkomanduri  @BloodAdvances  HT n=30 (17 alloge #IDonce #bmtsm #ImmunoOncc  & @MDonatoBMTmp ; 13 autologous)

Flash #PMI  data from @IHS  indicated that the four largest developed economies (US, Eurozone, Japan and UK) continued to grow collectively in October, but the rate of expansion cooled very slightly - the output index hit 51.8 v 51.9 in Sep

First-in-Human Trial of the Oral Ataxia Telangiectasia and Rad3-Related Inhibitor BAY 1895344 in Patients with Advanced Solid Tumors [Sep 28, 2020] Yap et al. @CD_AACR  #PrecisionMedicine  #caxtx 

Anyone seen that $NVAX protocol for the UK ph3 trial of NVX-CoV2373? On Sep 24 was said to be coming out "in the coming days".

@stewhampton  Biden is currently polling 2points high 50.7) than Clinton was 4 yrs ago. Since start of Sep, Trump averages 42.6 vs 43.1 in 26, Biden av 59.4 vs Clinton 46.9.