Insights Tracking the Reopening

Barbara (Bree) Sterne

May 27, 2021
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  • With the vaccine rollout well underway, COVID-19 cases are declining, restrictions are easing, and the U.S. economic reopening is accelerating.
  • High-frequency data show surging activity and support a positive outlook for the U.S. economic recovery, underpinned by pent-up demand, consumer strength, and fiscal stimulus.
  • Still, regional disparities remain, both within the U.S. and across the globe, as some developed countries are lagging, and several emerging markets are struggling with additional COVID-19 outbreaks.
     
Investment Strategist