ATFXDuring Christmas, the epidemic broke out in Western countries, but the panic has subsided

Background:
Christmas is an annual traditional festival in the West, similar to the Chinese Spring Festival. During the festival, people visit relatives and friends, gather for meals and play, and the flow of people increases, which is extremely unfavorable for epidemic prevention and control. If the peak of COVID-19 infection occurs again in western countries because of Christmas, the situation of global epidemic prevention and control will be even worse. However, from the perspective of capital market price trends, the panic sentiment triggered by the epidemic has greatly diminished compared to last year (with stock prices rising).

▋ United States


12month25On Christmas Day, the United States was diagnosed with5.834Ten thousand cases, the next day, the single day diagnosis skyrocketed to18.97Ten thousand examples, the increase is more than three times. With such a large-scale infection, the United States is unlikely to achieve the best state of "confirmed zero".


In terms of vaccination, at least vaccination1The proportion of doses of vaccine is73.3%At a relatively high level. All vaccinations have been completed and the proportion of booster injections is insufficient20%The vaccination rate is far lower than the first dose, indicating that the enthusiasm and trust of the American public towards vaccines are decreasing.
The good news is that although new confirmed cases have reached a new high, the number of deaths per day remains relatively low.25On Christmas Day, the death toll was99People; The next day, the death toll decreased to79People. Compared to last year's peak of the epidemic, where three to four thousand people died in a single day, the vaccines from Pfizer, Modena, and Johnson&Johnson have still played a certain role.

▋ UK


The UK did not disclose the number of confirmed cases during Christmas,27After updating the numbers daily, it unexpectedly appears31.86The daily increase of 10000 people has reached a historic high. It is clear that the Christmas population movement has accelerated the spread of COVID-19.


The vaccination rate of the epidemic in the UK is generally similar to that in the United States, with an overall vaccination rate of70%Above. Judging from the high number of confirmed cases during Christmas, vaccines cannot prevent the occurrence of infection.27On that day, the total number of deaths in the UK was146People, much lower than the same period last year570Human beings, it can be seen that vaccines can effectively prevent the occurrence of extreme diseases.

Analysis of the Trend of Multiple Varieties


Although confirmed cases are on the rise, panic is fading. Against the backdrop of the Federal Reserve's interest rate hike, there is an expectation of sustained strength in the US dollar index. The global high inflation situation will boostgoldHedge demand;OPEC+Extremely cautious about increasing production,crude oilPrices are expected to continue to rise.

*Risk Tips and Disclaimers*
There are risks in the market and investment should be cautious. The above contents only represent the views of analysts and do not constitute any operational recommendations.