What Macro Scenario Awaits us in the Second Half of 2022 and Beyond?
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What Macro Scenario Awaits us in the Second Half of 2022 and Beyond?
Sonia Del Couz
Modified 1 Year ago.
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What Macro Scenario Awaits us in the Second Half of 2022 and Beyond?
60 mins.
08 SEPTEMBER, 2022
ANALYSTS:
Ignacio
de la Torre
Leopoldo
Torralba
CATEGORIES:
Macro SpainMacro GlobalMonetary PolicyReal EstateCommoditiesFinancial MarketsEnergyGeopoliticsSpainGlobalEmerging CountriesUSEuropeChinaAER Global
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Como viene ocurriendo desde el inicio de la pandemia en 2020, la incertidumbre económica alcanza niveles récord. Los focos de atención son múltiples: la inflación y el endurecimiento de la política monetaria, así como su impacto en el crecimiento, el efecto de la guerra Ucrania, el consumo de bienes y su repercusión en las cadenas de suministro, las materias primas y la energía, los rebrotes de covid y la crisis inmobiliaria china. En este entorno complejo es especialmente complicado interconectar las variables macro y de mercados para obtener claridad con la que optimizar decisiones.
What is the expected performance of the global economy for the second semester of 2022 and beyond?
What may be the impact of the Ukrainian conflict and the energy crisis on economic growth?
What are the factors driving inflation?
What are the chances of a recession in in the short term?
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