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Implications of a V-shaped Rebound

70 mins.
25 JUNE, 2021
Ignacio de la Torre
Leopoldo Torralba
Macro Spain Coronavirus Macro Global Spain Global Europe Ad Hoc
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We are at a critical point in time where potential turning points in the economy can have a huge impact on our corporate and investment decisions. After predicting the negative momentum of the economy in 2020 and the surprising recovery in 2021 against consensus, this conference addresses must-follow phenomena in the face of the high uncertainty arising from the pandemic crisis.
How is the new Delta variant performing and what will be its impact on the economic recovery?
Will consumption and tourism keep up the growth rate?
What will happen with commodities?
What could be the impact of such a critical phenomenon as the possible tightening of the Fed's monetary policy on the economy and markets?

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