Independent Strategy

GlobalFast Track Data — Europe leading the gains

Google activity data through to 10th September shows a continuing pick-up in activity, underpinned by a continuing rise in mobility.  Again, leading the drive higher has been Europe, notably Germany and Spain, but France, Italy and the UK also registered decent improvements.  The bounce over the last couple of weeks is really a function of the ending of the summer holidays and start of the new school year.  But economic activity is also looking fairly solid too.

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