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Monthly Pulse - September 2021

Economic Outlook

Clarus Capital Group AG,  Friday, 3rd September 2021

Another wave of COVID-19, boosted by the spread of the more contagious Delta variant, is now full blown across the globe. The US is once again leading the way in terms of the grim absolute numbers. The impact is starting to be noticeable in the data, in particular, in the US and Asia. However, vaccinations and revaccinations largely help mitigate the worst scenarios of the past waves. Thus, equity markets, buoyed by monetary and fiscal stimulus, continue to reach new highs, and VIX is around its lowest levels since the beginning of the pandemic.

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