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Economy

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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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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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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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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FED, Economy, United States, Inflation

Recovery plan or excessive public spending?

Since the 2008 crisis, the narrative in favor of public spending began to gain traction in the...
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Economy, Forex, Inflation, Fixed Income

Deposits .. An endemic issue for your savings?

Gone are the days when a deposit paid an interest of 3%, 4%, or 6%. Currently, due to the...
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Economy, United States, Equity

Small Cap - Cheap relative to Large Cap?

At the end of July 2021 we can say that the economic recovery has had a favorable effect on...
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FED, European Central Bank, Economy, Forex, Europe

US Dollar or Euro, that's the question...

The US dollar has suffered a strong depreciation since the beginning of the pandemic in March 2020....
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