RE: What we thinkin ..1 Apr 2021 18:11
My logic is 5th - we need to be careful etc etc - but from early July we can start to, traffic light systems etc
I also think the April Vaccine slow down on first doses is more likely the banking of the J&J single dose vaccine - I am no expert in vaccine field but i am a planning / programme management professional and if I was offered the same outcome for half the effort I'd jump at it.... 22m vaccinations @ average 600k per day, 6 days a week is only 22/3.6m = 6 weeks - starting early May brings you to mid June.....
Additionally, there is strong evidence coming out of the US that cruises will commence in May / June time there. Also, I would suggest that, political views aside every bad news in this sector previously has happened at a weekend - where there has been a dip the Friday beforehand - this is the opposite of what's happened here.....
Just my opinion, not pretending to 'be in the know'....