Independent Strategy

GlobalFast Track Data — When Omicron met Santa

Google activity data has been updated through to the 3rd January 2022 giving us a complete picture as to what happened over the holiday period.  A large drawdown in activity was expected given the lengthy closures we see at this time of year, but the rapid spread of Omicron has added a further dimension to this more normal seasonality.  And the impact of that looks pretty severe.

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