Spain, the World and the Second Wave of COVID-19
Report
Spain, the World and the Second Wave of COVID-19
60 mins.
30 SEPTEMBER, 2020
ANALYSTS:
Ignacio de la Torre
de la Torre
Leopoldo Torralba
Torralba
Joaquín Rivera
Rivera
Diego Mejía
Mejía
CATEGORIES:
Macro Global Spain AER España AER GlobalShare post
The extremely uncertain environment and the confusing messages from the media increase the possibility of making the wrong economic decision in the absence of rigorous and reasoned analysis Many questions arise in times like these and it is difficult to give them well formulated answers.
Within the report, the following sections are particularly noteworthy:
The real severity of the medical situation, group immunity and vaccines, the beginning of the end
Current situation in Spain and the world (in terms of markets, real estate, economy…) and the expected path to recovery (Nike-logo, L, V…)
Monetary policy: new Fed policies with profound implications for the economy, markets and structural inflation
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