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null The Impact of Coronavirus Mutations on the Medical Crisis, the Economy and Markets. An Update

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The Impact of Coronavirus Mutations on the Medical Crisis, the Economy and Markets. An Update
08 Jan 2021
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Clock 20 mins.
CATEGORIES: AER Premium AER Personal Spain US UK Macro Spain Real Estate Politics Brexit
ANALYSTS:
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Ignacio de la Torre
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Leopoldo Torralba
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Pedro Larrasquitu
One of the greatest risks in the face of 2021 is the emergence of a significant coronavirus mutation, as we have been pointing out for some time. To date, there are six main known variants, two of which are especially relevant: the British and, above all, the South African strain. It is important to assess the impact that these mutations may have on transmissibility, fatality and, above all, vaccine efficacy and possible re-infection of people who have passed the common COVID-19 disease. Meanwhile, the vaccine scenario has changed in recent days, with the approval of the AstraZeneca jab by the UK
dot What is the foreseeable evolution of COVID-19, its strains and vaccines?
dot Why have recent economic data come as a surprise?
dot What are the implications of political events such as US politics and Brexit agreement?
dot Our forecast for the real estate market in 2021 contradicts mainstream consensus, why?
dot What is our view on the Spanish economy in 2021?

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