I am just writing what I see.
The recent severe measures helped somehow, and we shall see more improvements.
We just do not know how much it will improve further on and if some behavioral patterns of Europeans don't ruin it again.

France is very important over all, I hope they start to improve from this week.
Also watch Italy and the rest of touristic-attractive countries, mainly around Medientrainern for summer vacation. And German + UK is important as source of spending.

Vaccination is key for the second half of the year, because deployment is very delayed.
Hopefully, no resistant strain will show up.

Some risks are still present, unfortunately.