高盛分析师Laura Nicolae在给客户的报告中写道，在近几周新冠病例增加的部分地区，几乎没有迹象表明餐厅预订和更广泛的消费者支出正在放缓 ，而大西洋彼岸英国的数据也显示，该国最近病例激增对经济活动影响甚微。Goldman SachsThere is no clear link between recent COVID-19 cases and consumer expenditure
With the increase in consumer activity, the amount of vaccination continues to increase.
Economists at Goldman Sachs believe that thanks to widespread vaccination, the potential rebound in the epidemic caused by delta mutants will not weaken US consumer spending.
Laura Nicolae, an analyst at Goldman Sachs, wrote in a note to clients that in some areas where COVID-19 cases have increased in recent weeks, there is little sign that restaurant bookings and broader consumer spending are slowing, while data from the UK across the Atlantic show that the country's recent surge in cases has had little impact on economic activity.
"if new cases and deaths reach higher levels, economic activity could fall sharply," Nicolae said. "but so far, consumer activity in the US and UK has been less sensitive, suggesting that the economic impact of the delta outbreak will be mild."
COVID-19 cases have increased in many parts of the United States, mainly due to the more contagious strain of delta. The region with the biggest increase is also the region with the lowest vaccination rate.
Goldman Sachs believes that because of the high vaccination rate, especially among the elderly, the risk of economic shutdown and re-enforcing business restrictions is lower. Despite the increase in cases, high-frequency data at the county and city levels, such as restaurant bookings, suggest that Americans are not overly concerned about the increase in infection.
Nicolae pointed out that any potential economic losses caused by the surge in infection are more likely to come from voluntary social alienation measures or people leaving work because of health concerns.
