Opening Days

Narrator: Richard Kleinman, Head of Americas Research

The April edition of the Macro deck includes more optimistic signs than many of our previous statistical summaries of the past year. Perhaps this sense of optimism is in part driven by the fact many of the contributors to this Macro deck live in Chicago, where flowers are emerging after a rough winter and vaccinations will reportedly soon be available to everyone later this month. Whatever the exact factors may be, the building optimism about the expected re-opening later this summer is palpable and exhilarating.