Economic sentiment data and new advances in a vaccine treatment for COVID-19 were the main drivers of a mixed session in financial markets. On the one hand, the University of Oxford and AstraZeneca Plc said that their vaccine prevented 70% of the participants from falling ill. This effectiveness rises to 90% with an alternative treatment.
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In yesterday's session, financial markets experienced risk-off flows as investors were concerned about the spread of new covid-19 cases in the US and media reports suggesting that the White House might be willing to impose new tariffs on $3.1 billion of exports from Europe.
La actividad en el mercado inmobiliario español se está recuperando de la extraordinaria caída experimentada durante el primer confinamiento. Así, en el tercer trimestre de 2020, las compraventas de vivienda y los visados de obra nueva han recuperado gran parte del terreno perdido, una tendencia positiva que prevemos que se afiance en 2021. En cambio, el impacto de la crisis en el precio de la vivienda ha sido, por ahora, relativamente moderado, y seguimos esperando una cierta corrección en el tramo final de 2020 y la primera mitad del año 2021. La magnitud del impacto económico de la COVID-19 es enorme y sus secuelas sobre el sector tardarán en desaparecer. En este sentido, el Plan de Recuperación Europeo Next Generation EU (NGEU), dotado con la nada desdeñable cifra de 750.000 millones de euros, contribuirá de forma decisiva a afianzar una recuperación verde, social y digital.
Investors traded cautiously in the last session of the week amid rising concerns between the Chinese-US relations and mounting uncertainty on the economic recovery after the COVID-19.
Investors turned more positive during a risk-on session on Tuesday. The key themes remained the potential moderation of interest rate hikes by central banks, COVID outbreaks in China and volatility in energy markets.
Economic indicators favored a greater risk appetite in yesterday's session. China's industrial output rose +5.6% yoy in August while retail sales grew +0.5% and surpassed 2019 levels for the first time since the COVID-19 outbreak. Also, German investor sentiment continued to improve in September according to the ZEW index.
Financial markets started the week with mixed results. Investors balanced out the risk from the COVID outbreak in Europe with the re-appointment of Jerome Powell as the next Fed president and the nomination of Lael Brainard as the next VP, signaling policy continuity at the helm of the central bank.
In yesterday's session financial markets experienced risk aversion flows. Despite the positive results presented by some companies, the increase in COVID cases around the globe led investors to move from equities tied to the economic cycle to safer assets such as sovereign bonds, gold and safe haven currencies.
On Friday, global stocks declined amid economic releases showing the impact of the COVID-19.
Tras el intenso proceso de recuperación que experimentó el sector turístico el verano pasado, los indicadores de actividad turística publicados hasta el mes de diciembre no mostraban señal de agotamiento. Tanto la demanda como la oferta y los precios mantenían el buen tono mostrado en verano e incluso siguieron mejorando en su camino de cerrar la brecha con el nivel pre-COVID. No obstante, esta buena tendencia tiene que volver a hacer frente a una nueva ola de contagios.
In the last session of the week, investors traded cautiously amid fears of new covid-19 cases and doubts on a united ECB response in case further stimulus is required. European stock indices edged lower while EM equities surged, led by Chinese equities. US financial markets were closed because of the Independence Day.
Investors started the week with a risk-on mood, with sentiment supported by easing COVID restrictions in China, including reports that Chinese regulators are relaxing some rules against some tech giants. Data also showed the decline in the Chinese services sector eased in May (the services PMI rose from 36.2 to 41.4).
Financial markets started the week with a mixed session. In Europe, investors traded with a risk-off mood while in the US riskier assets benefited from progress in the negotiations for a new fiscal stimulus package and hopes for a COVID-19 vaccine.
Investors continued to err on the side of caution at the start of the week, with the focus turning to the risk of a global recession amid expectations of further monetary policy tightening from major central banks and the ongoing deterioration in the COVID pandemic in China.
As investors weighed positive vaccine developments against rising COVID-19 infections, yesterday markets took a pause after having rallied in the last few days.
Investors started the week in a risk-on mood, supported by a French-German deal on a EU policy package and amid promising early results for an experimental vaccine against COVID-19.
Investors started the week trading with a cautious approach. On the positive side, sentiment continued to be supported by expectations that the Chinese government could relax some of its COVID zero policy. On the opposite direction, data showed further weakness in China’s economic recovery.
La COVID-19 está teniendo un fuerte impacto sobre la actividad económica de España y, en particular, sobre el sector turístico. En CaixaBank Research esperamos que el PIB retroceda entre un 13% y un 15% en 2020, y que no recupere los niveles precrisis hasta el año 2023. En lo que respecta al sector turístico, las perspectivas son incluso más adversas para el año 2020, al ser uno de los sectores más afectados por la pandemia.
La pandemia de COVID-19 ha puesto de manifiesto la importancia del sector agroalimentario como pilar esencial de la economía española. Durante los meses de confinamiento, toda la cadena alimentaria (que incluye agricultores, ganaderos, pescadores, cooperativas e industria alimentaria, mayoristas, comercio minorista, distribución o logística) tuvo que adaptarse rápidamente para garantizar el abastecimiento de alimentos a la población. En retrospectiva, es de justicia destacar la excelente respuesta de todo el sector para superar este reto.
El año 2020 ha sido muy duro para la industria turística. Todas las métricas que se han ido conociendo al cierre de año muestran que el impacto de la pandemia sobre el sector ha sido devastador. Tras el parón total vivido durante los meses de marzo, abril y mayo de 2020, la demanda turística no consiguió levantar el vuelo de manera apreciable durante el resto del año, incluso durante los meses de verano, cuando los contagios parecía que estaban bajo control. Además, las oleadas de COVID-19 vividas a finales del 2020 y al inicio de 2021, junto a las distintas medidas de restricción a la movilidad y la actividad, han mantenido los flujos turísticos en mínimos, extendiendo así las pérdidas sufridas por el sector.