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JANA holds fortnightly all-staff research meetings on Monday mornings, and once a month a member of our Capital Markets Group provides the business with a snapshot of JANA’s major economic developments from around the globe.
While the start of 2021 looks to be a continuation of 2020, there is a great sense of optimism that, by year end, life will have returned to somewhere near normal as COVID-19 vaccines are rolled out globally.
In this brief Note, we consider the implications of this outcome on policy, the US economy and society, trade and foreign policy, and for investors.