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Effects of the Coronavirus Crisis and How to Deploy Exit Strategies

45 mins.
14 APRIL, 2020
F
ANALYSTS:
Ignacio de la Torre null
Leopoldo Torralba null
Joaquín Rivera null
Diego Mejía null
CATEGORIES:
Coronavirus Financial Markets Spain Global US Europe China AER Global
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This 50-paged chartbook analyses: a) medical magnitudes we must focus on to understand when the disease has been controlled, treatments to fight COVID-19 and possible vaccines, b) which countries have already announced partial lifting of confinement measures, features and measures announced by other countries, c) our estimates for impact on GDP by sector and by recovery scenario, with an incisive analysis of the situation in emerging countries, d) how markets (governments, credit, stock market, commodities) are behaving, and e) some ideas about how the world will look like post-coronavirus, based on the analysis of the price of labour and real returns through other pandemics in history.

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