SABR - It's Later Than You Think - The Pandemic Could Be Over In 60 Days
- Vaccinations are now ramping at over 1.1 million immunizations per day.
- Vaccinations plus survivors, when added to estimates of asymptomatic (unreported) infections, gives a more robust view of growing national immunity.
- At the current rate of vaccination, we are within 60 days of the 70% threshold for the US adult population to have some degree of COVID-19 immunity.
- The markets could end the Pandemic the way it began: dramatically.
- Economic-recovery stocks in Airlines, Hospitality, Financials, Energy, and Technology could experience unprecedented, swift recoveries in 2021.
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It's Later Than You Think - The Pandemic Could Be Over In 60 Days