HedgeFund

2021 Q4 Outlook - Delta's Economic Oscillation

October 2021 - Hedge Fund

Here is our Economic Outlook as of October 12, 2021. It has been 91 days since our last update. Over the past 91 days US & Global economic data has been meaningfully weaker than expected as a result of the Delta variant’s summer surge. The rise in covid cases throughout the summer limited mobility and further hampered supply chains restraining the supply side of the global economy. Global demand remains robust and with covid cases currently in a meaningful decline we expect Q4 2022 economic growth to reaccelerate. To watch Alex present the outlook click below or visit our website.

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