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19 September
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......

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12 September
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......

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04 September
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......

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28 August
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......

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21 August
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......

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24 July
2023
_ NEWS

When good results meet high expectations

The week ended with global equity and bond markets showing little movement. Financials and......

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17 July
2023
_ NEWS

An excessive focus on inflation

Last week the major inflation indexes confirmed how the deflation process that began last year is......

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