Global Macro Service > Research Briefings > Global

Coronavirus Watch: Stresses in supply chains build

Delta remains the primary threat to the recovery, but we also think that the drag from continuing supply-chain disruption will be critical in the near term. Consequently, we’ve pushed back our expected timing of the revival in the industrial sector to mid-2022 and, due to this shift, will lower our global GDP forecasts.

To read the full briefing please
If you are not a subscriber, request a free trial of our Global Macro Service by filling out the form below