Delta Variant Spreading Quickly, Key Metrics Reversing

The Delta variant is essentially correctly viewed as "pandemic of the unvaccinated"
For the most part, we continue to view the COVID-19 Delta variant as more "bark than bite" in USA.  Meaning, while there may be short-term hysteria about the surge in USA cases due to Delta variant, we do not think policymakers will "close" the US economy.

- in other words, we think the 2H2021 economic resurgence remains on track

President Biden, Wednesday night at a town hall, called the current resurgenc...

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