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%.
Looking ahead to the second half of the year, and focusing on equities, which regions and sectors have shown the greatest strength?
Javier de Berenguer Viota, analyst and fund selector at MAPFRE Inversión, explores whether it's possible to anticipate movements in the U.S. dollar—and whether tools like currency hedging make sense in this context.
At this time of year, the corporate earnings season begins around the world. Listed companies take stock of how the first half of the year has gone, so it will be a good time to see the effect of the economic environment, which in this period has been marked by trade tensions and US tariffs, and all the collateral effects derived from them.