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null Spain and the World in 2022

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Spain and the World in 2022
30 Nov 2021
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Clock 60 mins.
CATEGORIES: AER Global AER Personal AER España Spain Global Macro Global Financial Markets Real Estate Monetary Policy Coronavirus
ANALYSTS:
dot
Ignacio De la Torre
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Leopoldo Torralba
We present our last economic update of the year, which is particularly useful since it features our forecasts for 2022. In the face of continuing medical and economic uncertainty, we focus on the latest developments that most concern economic agents, such as the changing healthcare situation, ramping inflation and the foreseeable future scenario for growth, interest rates, markets and real estate.
dot Public health crisis: Slowly normalising… Will we see a world without restrictions?
dot Macro: Impact of the energy crisis on inflation… Will it be transitory?
dot Economic policy: Changing expectations… Will we see a fiscal and monetary cliff in 2023?
dot China: Efforts to cool the real estate sector… Will they cause a chain reaction? Will EM suffer?
dot Spain: Lower growth than expected… Will it regain its growth gap with Europe?
dot Markets and real estate: negative real rates… Will risk appetite continue?
dot Structural: New normal? Entrepreneurship? ESG Investment? Inequality?
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