Arcano Economic Research Market Update. Real Negative Rates and the Death of COVID-19
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Arcano Economic Research Market Update. Real Negative Rates and the Death of COVID-19
Aitor Merino
Modified 1 Year ago.
ReportWebinar
Arcano Economic Research Market Update. Real Negative Rates and the Death of COVID-19
60 mins
28 APRIL, 2021
ANALYSTS:
Ignacio
de la Torre
Leopoldo
Torralba
CATEGORIES:
Macro SpainMacro GlobalMonetary PolicyReal EstateSpainGlobalAER GlobalAER Personal
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Arcano Economic Research held a conference exclusively for Premium subscribers, of special relevance given the health and economic situation in which the world is presently immersed. Our economists updated our stance on key issues like evolution of the public health crisis both globally and locally (vaccines, immunity, etc.) to the performance of economic variables, the real estate sector and markets, with the aim of facilitating our client’s decision-making process in these complex times. The presentation touched on important themes such as the uncertain inflationary outlook, the probability of a prolonged negative real interest rate environment and its foreseeable impact on investment strategies, i.e. which assets will benefit the most.
From what factors does "COVID die" and how does the consumer behave in countries where the virus is in the process of eradication?
What will be the future evolution of economic activity in Spain and Europe, in the short term and in 2021?
Are we approaching one of those transcendent economic turning points, the anticipation of which can generate a truly differential return?
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