andbanc / Private Bankers

Working Papers

Working Papers

  Date Category Title Language
Working Paper 91 08/2015 Markets Andbank FX. Valoración Posición de Especuladores en el mercado de Divisas Spanish
Working paper 89 04/2015 markets The next war for the dollar English
Working paper 89 04/2015 markets La próxima guerra por el dólar Spanish
Working paper 88 02/2015 markets Sobre los Clichés y como beneficiarse de las decisiones del consenso Spanish
Working paper 87 02/2015 markets The first steps in the final unravelling of the euro? English
Working Paper 86 02/2015 markets About Mr. Draghi’s fallacy & the fate of the Euro English
Working Paper 85 10/2014 markets Indonesia - Job done. Now its time to take profits English
Working Paper 84 10/2014 markets China - Everything is under control English
Working Paper 83 10/2014 markets Eurozone - Everything you need to know today English
Working Paper 82 10/2014 markets India - To be or not to be English
Working Paper 81 10/2014 markets Paraguay - A preliminary assessment English
Working Paper 80 10/2014 markets Israel - A preliminary Assessment English
Working Paper 79 10/2014 markets €-$ - Why, Where, how much English
Working Paper 78 10/2014 markets Latam - A negative overall drawing but... English
Working Paper 77 07/2014 markets China - Investors' fears can be put off for yet another year English
Working Paper 76 07/2014 markets What’s after the World Cup? English
Working Paper 75 07/2014 markets Is the current equity market a better alternative than cash? English
Working Paper 73 06/2014 markets Fed Tightening - When, How, How Long & Market implications English
Working Paper 72 05/2014 markets China – All that is being said about China (and what is not) English
Working Paper 71 05/2014 markets Eurozone - Debate on the state of the nation English
Working Paper 70 04/2014 markets LatAm - A brief discussion on the general state of the region English
Working Paper 69 03/2014 markets Why financial markets do not love Dilma? English
Working Paper 68 03/2014 markets When should we start shifting our investment portfolio? English
Working Paper 67 03/2014 markets Realpolitik and Financial Markets English
Working Paper 66 02/2014 markets Some of the so-called English
Working Paper 65 02/2014 markets Argentina's AR$ depreciation English
Working Paper 64 01/2014 markets Investing in gold is like going to the casino, only with no bar service (Ted Allen) English
Working Paper 63 01/2014 markets Andorra English
Working Paper 62 01/2014 markets Russia English
Working Paper 61 01/2014 markets The French Issue English
Working Paper 60 01/2014 Markets A reasonable Strategy: "Long Equity in Exporters of NIEs economies" English
Resumen 12/2013 mercados Análisis Económico y de Mercados Globales 2014 Spanish
Working Paper 59 11/2013 Markets Where is the Trigger Point that we all should fear? English
Note 11/2013 mercados Contrarréplica al escenario de quitas en las deudas gubernamentales Spanish
Working Paper 58 11/2013 markets Brazil - What has gone wrong? What do we expect from now? Spanish
Working Paper 57 10/2013 markets Argentina-Yes, winds of change are blowing on the horizon but...do not put long yet! English
Working Paper 56 10/2013 markets Overindulgence, Excess of complacency or...Is someone getting nervous? English
Working Paper 55 09/2013 Markets Andbank Peripheral Risk Indicator - APRI 9.13 English
Working Paper 54 09/2013 Working Understanding the regional financing system in Spain English
Working Paper 53 07/2013 Working USD Fixed Income - Four reasons to believe that it is more appropriate to think of lengthening duration than to cut i English
Working Paper 52 07/2013 Working New Andbank Peripheral Risk Indicator (APRI) English
Working Paper 51 07/2013 Working The Shanquestration. Cooling to avoid a Western like collapse English
Working Paper 50 06/2013 Asia Asia & Latam markets – A messy re-run of 1994? English
Working Paper 49 06/2013 Markets Latam – Reviewing our estimates ... after the recent crash English
Working Paper 48 05/2013 Markets ... Ok but, how much is the S&P worth? English
Working Paper 47 05/2013 Markets This is no longer a lemming-like world . Do not be fooled by goldilocks type theories. English
Working Paper 46 05/2013 Commodities Commodities – “4 reasons to shed weight in your portfolio”. English
Working Paper 45 05/2013 Australia Australia – “The party is over ... at least for a while”. Six reasons to jump the wagon. English
Working Paper 44 04/2013 Latam Latam – Monetary policy gets very interesting. Outlook for Rates, Bonds & Forex English
Working Paper 43 04/2013 Euro zone Really a Germanization? English
Working Paper 42 04/2013 USA One reason to be more optimistic about the US labor market performance English
Working Paper 41 03/2013 China Still betting on the collapse of housing in China English
Working Paper 40 03/2013 Euro zone Europe. Beware of half-truths English
Working Paper 39 02/2013 Mexico Bubbles in Mexico? English
Working Paper 38 01/2013 Currency Short JPY – Long EUR: Momentum Trade in the currency war English
Working Paper 37 01/2013 Latam Two markets that must be present in your portfolio: Chile & Peru English
Working Paper 36 01/2013 Fixed Income For the next months ... a good trade could be “Short US Treasury – Long US banks”. English
Working Paper 35 12/2012 Equities Could someone benefit from decisions of the crowd? English
Working Paper 34 11/2012 Global The Next Global Step. Some recommendations in Global Portfolio Investing. English
Working Paper 33 11/2012 EU ¿Lack of growth in Europe? The Slavic-Northern Connection English
Working Paper 32 11/2012 Mexico Mexico – Some reasons to remain bullish in 2013 and ... other reasons to be concerned English
Working Paper 31 11/2012 Asia Asia – 2013 Outlook: “More than you think” English
Working Paper 30 10/2012 USA US - The Sustainable Unsustainability English
Working Paper 29 10/2012 Global The New “Ab-Normal”. How do we imagine global economic trends? English
Working Paper 28 09/2012 Spain Spain – “Sense or Sensitivity” (on the date of the rescue) English
Working Paper 27 08/2012 Commodities Commodities – ”The persistent incontinence of investing” English
Working Paper 26 08/2012 Euro zone Euro zone: Gentlemen, it is not that difficult.You only have to choose between three options. English
Working Paper 25 07/2012 Spain Spain – Are the long awaited effects of Internal Devaluation ... here? Spanish
Working Paper 23 07/2012 China China, lejos de un “hard landing” Spanish
Working Paper 22 06/2012 Euro zone Mid-Term outlook for Europe ... in 8 points English
Working Paper 21 06/2012 Chile 10 good reasons to invest in Chile English
Working Paper 20 04/2012 Arenetina Arenetina, el próximo susto global Spanish
Working Paper 19 06/2012 Asia ¿Qué países asiáticos son más vulnerables a un petróleo alto? Spanish
Working Paper 18 08/2013 China China: ¿La inflación pone en peligro el crecimiento? Spanish
Working Paper 17 06/2012 China China: ¿Se ha erosionado la competitividad de China? Spanish
Working Paper 16 06/2012 Global The paradigm of Global Growth has changed English
Working Paper 14 06/2012 Eurozone The unexpected effects of devaluation English
Working Paper 12 05/2012 Spain 8 reflexiones sobre los 8 grandes problemas de España Spanish
Working Paper 11 05/2012 Euro zone Europe... The final outcome is near English
Working Paper 10 05/2012 Brazil Brazilian industry under the watchful eye English
Working Paper 9 05/2012 Commodities Dynamics in Asia suggest bad omens for commodities English
Working Paper 8 05/2012 Euro zone The Post-Nicolas Europe... a brief insight English
Working Paper 7 08/2013 Equity Why a new QE may not help commodities  English
Working Paper 6 05/2012 USA USA. Los árboles no te dejan ver el bosque Spanish
Working Paper 4 03/2012 Portugal Portugal - Yes, a new rescue plan is necessary. Entail and PSI (default) English
Working Paper 3 03/2012 Commodities Four reasons to remain cautious in industrial commodities English
Working Paper 1 11/2011 Spain A first assessment on the commitments done by Spanish new government English