Macro Monthly

Reopen vs. reactivate: Lessons from China’s experience

Across the world, investors and non-investors alike are focused on when and how economies will ‘reopen,’ after COVID-19 related shutdowns.But just as important, if not more so, is when will economies ‘reactivate?’ In other words, when and how do consumers feel safe enough to resume normal spending behaviors?

This month’s Macro Monthly examines China’s ongoing reactivation as a leading indicator for Europe and the US.