Mange har afvist realismen i en snarlig russisk COVID-19 vaccine, men Goldman Sachs tager den mere alvorligt og mener, det kan være tegn på, at den første vaccine kan blive godkendt i USA i november. Det vil i så fald styrke den økonomiske genopretning, og Goldman Sachs opjusterer sin prognose for 2021 med 6,5 pct. Det vil give forbrugersektoren et kraftigt løft.
Vaccine Nation
News around a COVID-19 treatment in Russia has prompted us to revisit the possibility of an early vaccine.
A potential FDA-approved vaccine by this November is increasingly likely and its effect positive.
It would likely pull forward the recovery timeline, leading to an upgrade of 2021 growth forecast to 6.2% where the biggest benefactor would be the consumer services sector.
But, a vaccine delay could contribute to irreversible economic damage for businesses.
Source: Goldman Sachs Global Investment Research and GSAM. As of August 9, 2020.
