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Markets Blog

Commodities, Growth, Energy, Economy, Inflation

Impact of conflicts in the Middle East on financial markets

The instability in the Middle East may influence global financial markets because of the impact of...
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Equity, Recession

What do we expect from the next earnings season?

Summer is here and with it the results of the second quarter. This time around, this earnings...
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Energy, Economy, Inflation

What is behind the inflation data?

The consensus pointed out that the month of May was going to be the month in which a downward trend...
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Economy, Equity, Recession

How far can markets fall?

Investing in the stock market is a combination of sentiment and numbers. In the following graph, we...
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United States, Equity, Recession

Earnings Season: Expected Disappointment?

The already published results of Q1 2022 have not left anyone indifferent. Despite the fact that...
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FED, Economy, Inflation, Recession

The risk of not seeing risks

The first half of 2022 has been one of the worst in the history of the stocks. The market, which...
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Growth, Value, Equity, Technology

Value investing: tailwinds

It's no secret that Value investing is doing better than Growth in 2022. Here's a look at why...
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Economy, Inflation, Equity, Recession

Which sectors benefit from a late-stage macro cycle?

With the current economic data, what the macroeconomic textbooks suggest to us (sometimes a...
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Financial Advisor, Diversification, Equity

Is Travel & Leisure the trade of 2022?

Even in 2022 we still carry the terrible consequences of the pandemic that began in 2019. Despite...
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