J.P. 摩根-全球宏观策略之全球宏观数据观察-2020.12.4-78页

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J.P. 摩根-全球宏观策略之全球宏观数据观察-2020.12.4-78页

# 宏观 # 策略 # 投行报告大小：1.24M | 页数：78 | 上架时间：2020-12-10 | 语言：英文

J.P. 摩根-全球宏观策略之全球宏观数据观察-2020.12.4-78页.pdf

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J.P. 摩根-全球宏观策略之全球宏观数据观察-2020.12.4-78页.pdf

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类型: 宏观

上传者: ghq.sjz

撰写机构: J.P. 摩根

出版日期: 2020-12-04

摘要：

Just as the COVID-19 outbreak drove this year’s growth outcomes, the dissemination of the vaccine will govern next year’s. By breaking the link between mobility and infection, we expect the vaccine to unleash a more sustainable recovery dynamic that boosts global GDP 4.7% in 2021 (Q4/Q4)— the strongest yearly gain in over two decades. While the positive news on the vaccine bolsters our conviction in this central call, the reacceleration in the recovery is still likely months away. In the meantime, a second wave of the pandemic is raging across Europe and North America and is expected to weigh on growth, limiting labor market healing and widening already-large sectoral imbalances.

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