Podcast
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2023 _ NEWS
BCE and FED: the time for rises is over.
The past week is full of events, US inflation and ECB bringing flat performance on equities and a......
2023 _ NEWS
Eyes on macro data and waiting for central banks
This past week was characterised by a narrative focused heavily on macro data releases, and in......
2023 _ NEWS
Macro Data, Central Banks and Value: What to Expect
August 2023 was a month of correction in the equity markets, with average corrections of -2%. As......
2023 _ NEWS
Current Inflation at Optimal Levels for Earnings Growth
We comment on a week with little movement in the markets with stock indices. The chairman of the......
2023 _ NEWS
Earnings, Macro Data and China: what to expect
As of today, about 90% of the companies in the S&P 500 reported second quarter earnings, of these......
2023 _ NEWS
When good results meet high expectations
The week ended with global equity and bond markets showing little movement. Financials and......
2023 _ NEWS
An excessive focus on inflation
Last week the major inflation indexes confirmed how the deflation process that began last year is......
