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WHO: COVID Cases Have Tripled Across Europe as Hospitalizations Double_我的网站

A |     The European branch of the World Health Organization announced in a Tuesday memo that COVID-19 cases have tripled across the continent within the past six weeks, representing nearly half of all global infections.,Dr Hans Henri P. Kluge, WHO regional director for Europe, proclaimed in the July 19 release that it is “abundantly clear” Europe is faced with a similar situation presented last summer – “only this time the ongoing COVID-19 wave is being propelled by sub-lineages of the Omicron variant, notably BA.2 and BA.5, with each dominant sub-lineage of Omicron showing clear transmission advantages over the previously circulating viruses.”,The 53 countries within the region in question have reported nearly 3 million new positive cases of COVID-19 last week, and are averaging around 3,000 related deaths each week.,The growing number of hospitalizations once again threaten to disrupt an already strained health system in many European nations.,“With rising cases, we’re also seeing a rise in hospitalizations, which are only set to increase further in the autumn and winter months,” Kluge remarked. “This forecast presents a huge challenge to the health workforce in country after country, already under enormous pressure dealing with unrelenting crises since 2020.”,Fauci 'Likely' to Retire by End of Biden's Term18 July, 16:52 GMT,Across the pond, it is clear that many Americans have begun to accept that COVID-19 may be here to stay – as evidenced by the public’s response to the latest variant and growing commonality of re-infections.,The latest installment of the Axios/Ipsos Coronavirus Index returned that 46% of respondents said they personally had, or suspected they had, COVID at one point since the start of the pandemic.,Additionally some 78% of respondents agreed with the statement: "We will never fully be rid of the coronavirus in my lifetime.","People are focused on making ends meet. The virus has become a part of day-to-day life, it’s just a given,” said Cliff Young, president of Ipsos US Public Affairs, as reported by Axios.,Axios-Ipsos poll: We'll never be rid of COVID https://t.co/hr53YPKrN8 pic.twitter.com/ZF2QIJc8D8— ʟᴇᴏ ʜᴀɢɢᴇʀᴛʏ (@TheCampaignHQ) July 19, 2022,The Axios/Ipsos poll was conducted between July 15 and July 18, and was based on the responses of a sample of 1,155 adults aged 18 or older.。    　　美东时间周一，摩根大通在研报中表示，对今年剩余时间的股市依旧维持乐观，但认为上涨将来自板块轮动，而非普涨式的猛烈拉升。　　看好美股年内走势　　小摩策略师法比奥·巴西（Fabio Bassi）在报告中写道：“对于股票市场，我们对年底前行情保持建设性看法，预计市场缓步上行，行情主线是板块轮动，而非全面普涨。”　　该行表示，近期半导体板块反弹，代表市场风险偏好出现战术性修复；而在美联储政策保持耐心、抑制市场波动的背景下，市场仓位水平与板块分化程度将主导下一阶段行情。

B | 　　总体而言，摩根大通看好优质成长股与超大规模云厂商；同时，经过近期估值重定价之后，半导体板块同样具备吸引力。　　摩根大通补充称，如果在美国通胀切实回落的“金发姑娘”良性经济环境下，美联储维持利率按兵不动，市场涨势有望进一步扩散。　　近期美债波动反映资本需求增多　　摩根大通还讨论了近期美债市场的波动。小摩指出，当前大背景是长端美债遭到猛烈抛售，发达经济体收益率曲线再度陡峭化。　　而这背后的驱动因素，一方面来自供给层面的挤出效应：超大规模云厂商的资本开支，与主权债券发行争夺市场资金；另一方面，市场对AI商业化落地的信心提升，推高投资的实际回报水平。　　对风险资产至关重要的一点是，小摩并不把这一轮债市变动解读为政策失误的信号。

C | 研报写道：“长端收益率走高、收益率曲线陡峭化，更多反映出资本需求与投资机会增多，而非市场担忧政策出错。”　　摩根大通同时表示，在其基准情景下，期限溢价仅会出现小幅上行，因此本轮变化不会触发大范围风险资产抛售。　　摩根大通还提到，美国财政部扩大10年期、30年期美债回购规模，释放出政策层面对长端收益率上行的不安情绪；并且该行预计，本周的杰克逊霍尔全球央行年会也难以厘清市场对美联储政策反应机制的争论。

D | （文章来源：财联社）。

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