"I assumed that the primary macro driver by this point would be inflation and attempts by central banks to curb it and the subsequent impact of their actions on access to and cost of capital. That is still likely to be the second key macro determinant, but the virus continues to be the leading headline.

"It was my hope that by the time of this update it would no longer be necessary to lead with infection rates as the most impactful macro driver, but unfortunately that dynamic continues into 2022 with the Omicron variant."

sigh

今天怎麼才星期二