Juliette Declercq, founder of JDI Research, believes that September is shaping up to be the biggest month of the year for macro. Using her basket of tested macro indicators, Declercq helps viewers make sense of the current macro environment and argues that reflation and the recovery are still very much underway. She also breaks down the potential for a more benign second wave of COVID, her current outlook for both fiscal and monetary stimulus, and a few trades and assets that she likes in the current environment. Filmed on September 11, 2020.