Results for: Markets research

RoadMAP: Monthly Update of Markets and Investment Strategy

In the third quarter, U.S. equities extended their post liberation day advance, especially in the case of small caps.

We are facing a high price scenario, in which questions for investors arise: Should one enter a market that is already “expensive,” or wait? Should you hold your investments, or is it time to sell? MAPFRE experts explain that being in a moment when stock markets are at record highs should not deter investment if we have a long-term outlook—the most suitable for retail investors—and good diversification.

The U.S. Federal Reserve has dominated much of the economic and financial discussion in recent weeks, largely due to the debate over possible rate cuts, which were confirmed last week. On Tuesday, Chair Jerome Powell again drew attention by referring in a speech to the “fairly high” prices in U.S. equities. With Wall Street at historic highs, the question arises whether we are dealing with an equity bubble.

The European Central Bank (ECB) and the US Federal Reserve (Fed) held their September meetings and reached different decisions

Several Wall Street indexes are at record highs and the IBEX 35 is nearing levels not seen since before the 2008 financial crisis, reflecting the optimism of European and Asian stock markets. Do equities have potential for further increases or should investors wait for a change in cycle?

Investors are closely monitoring France’s political crisis after former Prime Minister François Bayrou resigned following a failed no-confidence vote.

As summer draws to a close, the predominant trends in recent weeks are giving way to new challenges and opportunities.

The U.S. Federal Reserve will lower interest rates by 25 basis points at its next meeting in September. Or that, at least, is the consensus of the markets. According to the FedWatch tool from CMEGroup, the likelihood that the Fed will reduce the official range from 4.25-4.50% to 4.00-4.25% is around 90%.