Macro Memo October 19 - November 1, 2021

Oct 20, 2021 | Brian Moore


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What's in this article: -Economic developments -China slowdown -Supply chain issues ease slightly -Inflation tidbits -Labour over capital?

RBC GAM MacroMemo Oct. 19-Nov. 1, 2021

This week’s note tackles falling COVID-19 cases; a wide range of economic developments; and the big three issues right now: the Chinese economy (a rising concern), supply chain issues (a serious but slightly diminishing concern) and inflation (a serious and steady level of concern). We then examine some long-term themes including the revival of business travel and the increasing clout of labour at the expense of capital.

 

Click here for the full report; RBC GAM MacroMemo.