Macro Memo June 22 - July 5, 2021

Jun 24, 2021 | Brian Moore


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What's in this article: -Infection improvement slows -Delta variant -Economic developments -More hawkish Federal Reserve -More on inflation

RBC GAM MacroMemo June 22-July5, 2021

This week’s note covers the latest infection, reopening and vaccine figures, and includes a further discussion of the Delta variant. We then share our latest economic forecasts, review key economic trends including a dip in news sentiment and a revival in hotel occupancy. The Fed’s latest missives are then dissected, followed by a further update on inflation and a new perspective on post-pandemic themes.

 

Click here for the full report; RBC GAM MacroMemo.