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null Effects of the Coronavirus Crisis and How to Deploy Exit Strategies

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Effects of the Coronavirus Crisis and How to Deploy Exit Strategies
14 Apr 2020
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Clock 45 mins.
CATEGORIES: AER Premium Spain Global US Europe China Financial Markets Coronavirus
ANALYSTS:
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Ignacio de la Torre
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Leopoldo Torralba
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Joaquín Rivera
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Diego Mejía
This 50-paged chartbook analyses: a) medical magnitudes we must focus on to understand when the disease has been controlled, treatments to fight COVID-19 and possible vaccines, b) which countries have already announced partial lifting of confinement measures, features and measures announced by other countries, c) our estimates for impact on GDP by sector and by recovery scenario, with an incisive analysis of the situation in emerging countries, d) how markets (governments, credit, stock market, commodities) are behaving, and e) some ideas about how the world will look like post-coronavirus, based on the analysis of the price of labour and real returns through other pandemics in history.

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