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null Ten Thoughts on Delta, the Economy and the Markets as We Head into August

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Ten Thoughts on Delta, the Economy and the Markets as We Head into August
02 Aug 2021
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Clock 10 mins.
CATEGORIES: AER Premium AER Personal Spain Global Macro Global Macro Spain Financial Markets Consumption Coronavirus Inflation
ANALYSTS:
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Ignacio de la Torre
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Leopoldo Torralba
August is upon us amidst the strongest economic recovery since World War II, after the worst recession since the Great Depression. Extraordinary fiscal and monetary stimuli have driven some stock markets to record highs. However, the main features of this typical holiday month are low liquidity and scarce economic news, which sometimes cause ‘panics’ that lead to increased risk and volatility.
dot What are the most important risks lying ahead on the medical, macro and market fronts?
dot What is Arcano Economic Research’s stance on them?

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