Executive Briefings > United States
New Covid variants are a risk, but improving health conditions and increasing vaccine distribution signal the economic recovery is poised to strengthen. The K-shaped recovery theme persists, with industries reliant on physical customer contact still suffering the greatest disruptions, while high wage workers are faring best. Housing demand has risen, mostly driven by high income workers with telework ability seeking more open spaces. Looking ahead, recovery dynamics will start to favor the hard-hit service sectors in the summer as immunizations allow businesses to slowly reopen.
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