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null Spain, the World and the Second Wave of COVID-19

Spain, the World and the Second Wave of COVID-19
30 Sep 2020
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Clock 60 mins.
CATEGORIES: AER Premium Spain Macro Global
Ignacio de la Torre
Leopoldo Torralba
Joaquín Rivera
Diego Mejía
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:
dot The real severity of the medical situation, group immunity and vaccines, the beginning of the end
dot Current situation in Spain and the world (in terms of markets, real estate, economy…) and the expected path to recovery (Nike-logo, L, V…)
dot Monetary policy: new Fed policies with profound implications for the economy, markets and structural inflation