Strategy Analytics-COVID-19催化经济衰退研究报告（英文）-2020.04-12页.pdf

Consumer Insights Practice













COVID-19 Catalyst for
Economic Disruption

Delivering Strategic
Insights for Consumer
Business Planning





A p r i l 2 0 2 0

Harvey Cohen
Tel:
Email: ******@
Consumer Insights Practice







Contents

1 Executive Summary 3
2 Foreword – A Note on Strategy Analytics’ Approach 5
3 The COVID Catalyst and the Impact on Business 6
4 Short-Term Economic Impact – US Economy 8
5 Global Economic Impact 10
6 Assessing the Threats and Opportunities 12
Copyright© Strategy Analytics 2020 | 2
Consumer Insights Practice


1
Executive Summary

There is no question that the rapid spread of the COVID- • An inverted yield curve for long versus short term
19 (COVID) virus continues to disrupt economies in Asia, rates of return in financial markets indicates
the US, Europe, and the rest of the world. The imbalance and risk aversion in the near-term
magnitude of the effects of this disruption is likely to economy.
grow and there is no short-term solution to fixing the
problem. Since the disruption of global economies has • The end of a period of stimulatory deficit spending
created by tax cuts in the US in particular that has kept
a major impact on all the products and services covered
the economy and capital markets thriving.
by Strategy Analytics (SA), this analysis was created to
provid