Investors have been very attentive this week to the Fed and ECB meetings. Eduardo Castro, senior economist at MAPFRE Economics, take a hard look at the decisions made by both organizations.
Results for: Markets research
Deepseek R1: Threat or Paradigm Shift?
Deepseek's launch has had a notable impact on the stock market, with Nvidia's shares dropping by 17%.
Trump takes office: how have the markets reacted?
The stock market’s response to Donald Trump’s election victory has been anything but linear, reflecting a mix of euphoria, skepticism, and recalibrated expectations.
“Inflation will continue to be a problem for the ECB”
Macroeconomic aspects are once again capturing investor attention this week with the release of U.S. inflation data.
Will the stock market party continue in 2025?
After a good 2024 in the markets, the question now is whether the party will continue in 2025 or if the inevitable hangover will set in.
Looking ahead to 2025: How MAPFRE AM managers are preparing their portfolios
In this context, it is essential to adjust and define both fixed income and equity strategies. These are MAPFRE AM's main lines of action.
“There’s good reason to think that this year will be a good one for the stock market”
Accoding to Alberto Matellán, chief economist at MAPFRE Inversión, there are reasons to believe that this year could also be a good one for the stock market.
U.S. supremacy in the stock market for 2025
The supremacy of the U.S. market is evident, reinforced by Trump's pro-growth policies and a constant flow of money from investors attracted by the strong expected returns compared to other geographical regions.
“We believe Europe's growth may surprise on the upside”
There are question marks hanging over Euope as we look to 2025, with early elections in Germany in February and a soaring deficit in France. Despite these gray clouds however, Javier Lendines, general manager of MAPFRE AM, is optimistic about Europe's growth forecasts.