In today's Breakfast Brief, we discuss how China is likely experiencing 1 million Covid infections and 5,000 virus deaths every day according to Airfinity, a London-based research firm that focuses on predictive health analytics. This comes amid reports that China is considering a “0+3” policy, where the requirement to spend time in a quarantine hotel or isolation facility would be scrapped, and arrivals into the country instead subject to three days of monitoring,

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Bigger Pic: How smart money is positioning between the Iran oil shock and the AI boom
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Companies To Watch: Is Lululemon losing its shine as growth slows?
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