In the US, after the initial V-shaped basing effect of the re-opening, we have moved into a more steady state uptick in output and growth. Having seen the data since June, I believe we exited recession with the re-opening and are now far enough into the recovery to begin to take a longer-term view.
Very much thankful for the last couple pieces. As a retail (active) investor, your timely data unpacking discussions really makes my investing life grounded in reality based thoughts processes.
Hi Ed,
Very much thankful for the last couple pieces. As a retail (active) investor, your timely data unpacking discussions really makes my investing life grounded in reality based thoughts processes.
Cheers
HB