Recently, there has been a lot of speculation about where the recovery is going—Michelle Meyer cuts through the noise and digs into the data. As the head of US Economics at Bank of America, she explains how her analysis of high frequency macro data combined with following economic trends helps inform her perspective on future financial conditions and economic activity. With the overall economy continuing to be impacted by COVID-19 even while rapidly adapting to it, Meyer addresses tapering, unemployment, consumer price inflation, the reflation trade, and bank lending and credit, all of which culminate into her thoughts on asset allocation and her projections about future growth. Interviewed by Jack Farley on August 12, 2021.