Our Mobility Trackers suggest that the recent rise in coronavirus infections and associated restrictions are weighing on activity in Latin America, emerging Europe and the euro-zone. In contrast, mobility in the US has continued to recover as restrictions have eased. Further rapid progress with vaccinations in the US, the UK, Israel, the UAE and Chile bodes well for those economies. But many EMs are still behind and struggles with vaccinations in the euro-zone pose downside risks to our forecasts for those economies.
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