What does the macro consensus say after the summer recess?

Economic activity partly depends on the restrictions put in place to combat the pandemic. The Great Lockdown had brought almost everything to a standstill. As restrictions were lifted, growth forecasts have rebounded. In contrast, with each new wave of infections, they tend to be revised downwards, but with a clearly diminishing impact. What is the current situation now that the Delta variant is the dominant strain? The global growth peak is now behind us. This is due notably to ...