Independent Strategy

GlobalThe Differing Fortunes of Lockdown 2.0

The latest Google mobility data is starting to show the impact of lockdown 2.0.  What is interesting is how both Lockdown 2.0 is being implemented compared to the draconian measures enacted back in the spring, and how these restrictions are varying in their impact country to country.  The regional divergences we identified last time persist.  This is again a function of the resurgence of the virus in northern hemisphere developed markets, and the measures taken to combat this.

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