andbanc / Private Bankers

Latest Notes

  Date Title Language PDF
Flash Note 03/2017 ¿Qué le está ocurriendo a la socialdemocracia europea? ¿Es el euro un proyecto socialdemócrata? Spanish
Flash Note 03/2017 Los físicos, la sublimación inversa y los mercados en India Spanish
Flash Note 03/2017 Crude Oil price falls 4% today English
Flash Note 03/2017 Interesting shifts in the oil market English
Flash Note 03/2017 Más que una reforma en USA. Rigor vs Simplismo Spanish
Flash Note 02/2017 EU vs UK English
Flash Note 02/2017 Frankenstein, the Huguenots and Draghi English
Flash Note 02/2017 Frankenstein, los Hugonotes y Draghi. Spanish
Flash Note 02/2017 US financial deregulation? As things stand now... English
Flash Note 02/2017 Ovidio, las comedias y la desregulación financiera Spanish
Flash Note 01/2017 Fx view. Lower EUR, GBP, MXN vs USD. Higher CHF English
Flash Note 01/2017 Mexican-US conflict. Not so fast. This is not going to be that easy English
Flash Note 01/2017 ¿Guerra comercial inminente? Implicaciones Spanish
Flash Note 01/2017 The Fed? Inflation expectations? What really matters again is oil price English
Flash Note 01/2017 Al sur del Río Bravo Spanish
Flash Note 01/2017 Just for rules-based investors English
Flash Note 01/2017 Admittedly a very contrarian idea, but based on four intuitive premises English
Flash Note 01/2017 Bad omens for oil lovers English
Flash Note 01/2017 Mirando a Europa y no a través Europa Spanish
Flash Note 01/2017 The most important thing in life are the signs, not the data English
Flash Note 12/2016 Banca italiana - Comprar o Vender Spanish
Flash Note 12/2016 Ummmm! Gold price falls sharply despite inflation expectations! Why? English
Flash Note 12/2016 Oil - When the agreements blow up English
Flash Note 12/2016 Some global firms have hinted that the BoJ (and ECB) will walk back in 2017. Are you sure about that? English
Flash Note 12/2016 Italia & Europa. Quien abusa de los lujos suele acabar pagándolo Spanish
Flash Note 12/2016 A quick guide English
Flash Note 12/2016 The Great Rotation & the Other Great Rotation English
Flash Note 12/2016 The insubstantial Oil Market English
Flash Note 11/2016 Italy - Concrete answers to your questions English
Flash Note 11/2016 ¿Se ha pasado de rosca el mercado de deuda con la corrección? / Has the debt market meltdown went too far? Spanish
Flash Note 11/2016 Oil market – Dealing with uncertainty English
Flash Note 11/2016 No será el dólar. Será el euro Spanish
Flash Note 11/2016 Something I think you should know. Japan & the new paradigm English
Flash Note 11/2016 Strong correction in the global bond market. What next? English
Flash Note 11/2016 Fuerte corrección en el mercado global de deuda - ¿Y ahora qué? Spanish
Flash Note 11/2016 Everyone piles in to explain what is happening. Who is next? English
Flash Note 11/2016 Todos, en tropel, a la explicación de lo que está pasando Spanish
Flash Note 11/2016 ¿Riesgo de populismo en USA? Don’t think so Spanish
Flash Note 10/2016 Gold & Silver. The message is clear. English
Flash Note 10/2016 Japan - Relevant news in the wee hours of the European morning English
Flash Note 10/2016 A brief preview and some findings of our Monthly Corporate Review for November - Spain English
Flash Note 10/2016 China - The kind of things you should know English
Flash Note 10/2016 Japan - Reflections after my morning call to Asia English
Flash Note 10/2016 No game changers in the oil market English
Flash Note 10/2016 China. The Month in Headlines English
Flash Note 10/2016 Why do I find the GBP attractive at current levels? English
Flash Note 10/2016 Japan - The true state of the nation English
Flash Note 10/2016 Alternativas al EUR. ¿La libra? Sí, gracias. Spanish
Flash Note 10/2016 ¿Como estar en un mercado que se coge con pinzas? Spanish
Flash Note 10/2016 El USD en el entorno CRS y FATCA Spanish
Flash Note 10/2016 ¿Qué nos hemos perdido? Spanish
Flash Note 10/2016 GBP crash is bad news for the EUR (Reduce exposure) English
Flash Note 10/2016 Tapering from the ECB? The end of QE? English
Flash Note 10/2016 What is going on inside the BoJ? English
Flash Note 09/2016 La volatilidad del DXY sigue en mínimos Spanish
Flash Note 09/2016 Los Bancos, el Futuro y las Tostadas Spanish
Flash Note 09/2016 Regimen Cambiario Controlado. Nos vemos en el Plaza, el Louvre o … en el Zoo Spanish
Flash Note 09/2016 A short preview of our Corporate Review document - Europe & ECB & Politics & Markets outlook English
Flash Note 09/2016 A short preview of our Corporate review document - USA & FED & MARKETS English
Flash Note 09/2016 Are central banks backing away from their policies or just getting ready to steep up them? English
Flash Note 09/2016 Seguro De Uno Mismo Spanish
Flash Note 09/2016 A hiccup in the global debt markets. What's next English
Flash Note 09/2016 El PIB es un disparate y un insulto al intelecto Spanish
Flash Note 08/2016 Oil English
Flash Note 08/2016 Financial representatives in the UK are making their moves English
Flash Note 08/2016 Encouraging news coming from China? English
Flash Note 08/2016 My last look at the situation in Japan English
Flash Note 08/2016 All we need to know about Japan after a four-year pilot project of the central bank English
Flash Note 08/2016 Still puzzled by the dead calm in global financial markets? English
Flash Note 08/2016 Verano plácido en las bolsas europeas. ¿Por qué? Spanish
Flash Note 08/2016 Las nuevas caídas del precio del petróleo, el futuro de las bolsas y la protuberancia del saber Spanish
Flash Note 08/2016 The uncomfortable questions, the UK and the pound English
Flash Note 07/2016 Brazil - Los analistas ya les han dicho las malas noticias. Conozcan ahora el resto. Spanish
Flash Note 07/2016 Japan - Latest news about the monetary approach & markets (preparing for a not yet tried options?) English
Flash Note 07/2016 The month in charts English
Flash Note 07/2016 Turkey - What next? English
Flash Note 07/2016 Oil - Recent Trends, Geopolitics & the Relevant News English
Flash Note 07/2016 Japan - Latest news about the monetary approach & Financial markets English
Flash Note 07/2016 India - The importance of keeping up with megatrends English
Flash Note 07/2016 Japan - Helicopter money is coming. What’s next. Long-term implications English
Flash Note 07/2016 Swimming Between Politics and the Economy English
Flash Note 07/2016 Italia - Opciones y decisiones probables Spanish
Flash Note 07/2016 Una confluencia extraña de factores Spanish
Flash Note 07/2016 China will not devalue ... and will stop relying on monetary easing English
Flash Note 07/2016 Asia - Day 6 after Brexit English
Flash Note 06/2016 GBP/EUR and GBP/USD English
Flash Note 06/2016 ¿Qué va a pasar en las próximas semanas? Spanish
Flash Note 06/2016 Asia. Day 5 after the Brexit (the calm persists) English
Flash Note 06/2016 Asia - day 4 after Brexit vote (apparent calm) English
Flash Note 06/2016 The US financial markets and the impact from its former metropolis' decission English
Flash Note 06/2016 Brexit does not necessarily have to be a “Lehman moment” English
Flash Note 06/2016 The month in charts English
Flash Note 06/2016 Asia (day 3 post-Brexit) English
Flash Note 06/2016 Resolving this imbroglio English
Flash Note 06/2016 Asian equity markets higher. Japanese bond stop acting a safe haven English
Flash Note 06/2016 Some thoughts on Emerging Markets English
Flash Note 06/2016 How to act? Some points I would like you to bear in mind. English
Flash Note 06/2016 El menor de los problemas Spanish
Flash Note 06/2016 The Trump's issue - As things stand English
Flash Note 06/2016 The issue of Brexit - As things stand (predict wise, bookmakers and polls) English
Flash Note 06/2016 Brazil - First serious actions. Taking the right path? English
Flash Note 06/2016 The eventual inclusion of the A-shares in the MSCI indexes will have major long-term implications English
Flash Note 06/2016 Brexit - Some additional information English
Flash Note 06/2016 The issue of Brexit - As things stand English
Flash Note 06/2016 Dudas, temores y alternativas Spanish
Flash Note 06/2016 Still need some help to decide? Then, look at this summary of the arguments English
Flash Note 06/2016 Another summer financial storm? English
Flash Note 06/2016 In such circumstances, it is a good moment to... English
Flash Note 06/2016 US elections - Clinton's support is qualitatively more stable. English
Flash Note 06/2016 Mrs. Yellen. Is the US economy alive and kicking? English
Flash Note 06/2016 Brasil - Primeras valoraciones tras un mes de nuevo gobierno Spanish
Flash Note 06/2016 The Trump's issue - As things stand English
Flash Note 06/2016 The issue of Brexit - As things stand. English
Flash Note 06/2016 "Cuando los hechos cambian... yo cambio mi mente" (¿Han cambiado los hechos?) Spanish
Flash Note: 06/2016 La FED tras el dato de NFP de hoy... y el USD, y el UST10 Spanish
Flash Note 06/2016 US Resilience and the Fed. English
Flash Note 06/2016 El simplismo fructífero, el dólar y las suegras Spanish
Flash Note 06/2016 The Trump's issue - As things stand. English
Flash Note 06/2016 The issue of Brexit - As things stand. English
Flash Note 05/2016 Un Optimismo Incómodo Spanish
Flash Note 05/2016 Japan - Some considerations about share buybacks (surging at record pace) English
Flash Note 05/2016 Japan and some relevant information English
Flash Note 05/2016 USA - The state of the nation with a bird's eye view English
Flash Note 05/2016 Brasil - Ahora sí Spanish
Flash Note 05/2016 The end of the oil rally? What direction geopolitics and supply drivers are pointing? English
Flash Note 05/2016 Japan - Passerine birds, divorces and bad omens English
Flash Note 05/2016 Should be Yellen hiking right now? English
Flash Note 05/2016 Turkey's Erdogan gives a rap on the nuckles to businessman. (Things are getting interesting there) English
Flash Note 05/2016 Brazil - New lower house speaker annuls impeachment (+60bp rise in yields) English
Flash Note 05/2016 Cifras sugerentes ... que marean un poco. Spanish
Flash Note 05/2016 Can we draw any conclusion from today's US job report? How they could influence the Fed? English
Flash Note 05/2016 Banca italiana - Radiografía en solo 10 puntos. Spanish
Flash Note 05/2016 Gaining understanding of the Oil sector (and some new information) English
Flash Note 05/2016 Encouraging in-depth analysis of the US housing sector in just 5 points. Sufficiently suggestive for the Fed? English
Flash Note 05/2016 Oil - What's new in the market? English
Flash Note 05/2016 The JPY touches a 19-month high despite BoJ's efforts to depreciate it. The political reactions are varied. English
Flash Note 04/2016 About wars and cheerful days English
Flash Note 04/2016 ¿Ve la Fed una recesión en USA? ¿Y ustedes? Spanish
Flash Note 04/2016 El regulador da marcha atrás en Solvency II y ello pudiera resultar beneficioso. Spanish
Flash Note 04/2016 Barbaridades decuplicadas, episodios sinfónicos y la libra esterlina Spanish
Flash Note 04/2016 ¿Los canarios silban? Spanish
Flash Note 04/2016 Oil - Latest developments English
Flash Note 04/2016 Unos temores se disipan, y otros nuevos aparecen.
Flash Note 04/2016 Oil Spanish
Flash Note 04/2016 Observando a Europa Spanish
Flash Note 04/2016 Japan - A complete picture of the true state of the nation. Then, you decide English
Flash Note 04/2016 Last week we answered to the question: Why the JPY was rising? Now we answer to Who causes this English
Flash Note 04/2016 ¿Vida en Brasil? Spanish
Flash Note 04/2016 Los rentistas, los ignorantes analistas y los mercados Spanish
Flash Note 04/2016 Skew Vix y la temperatura futura del mercado. Spanish
Flash Note 04/2016 Why is the Yen rising? English
Flash Note 04/2016 Oil - What's new in the market? English
Flash Note 04/2016 Oil - What's new in the market? English
Flash Note 04/2016 Libra Esterlina. ¿Entrar o no entrar? ¿Dónde irá en caso de Brexit? Spanish
Flash Note 04/2016 What if Dilma is impeached? Is there a coherent and cometent alternative? Would Brazil be a good investment opportunity? English
Flash Note 03/2016 Aires de cambio en Brasil - Derivada positiva para el Ibex Spanish
Flash Note 03/2016 Algunos targets alcanzados (importante para monitorización de posiciones) Spanish
Flash Note 03/2016 Reshaping the energy map English
Flash Note 03/2016 Hollywood, Dilma y el tren de alta velocidad. Spanish
Flash Note 03/2016 Five reasons to think of a stabilization and possible completion of the oil shock. Good news for financial markets English
Flash Note: 03/2016 Hasta dónde, hasta cuándo, etc. Spanish
Flash Note 03/2016 When good news are good news (just the opposite to the West) English
Flash Note 03/2016 Checking reality in Japan (surveys) English
Flash Note 03/2016 Draghi quiso evitar los leones Spanish
Flash Note 03/2016 News from Japan English
Flash Note 03/2016 Los leones y la piel de Draghi Spanish
Flash Note 03/2016 ¿Revolución en el mundo de las commodities? Spanish
Flash Note 03/2016 How Gold was seen by the market just one month ago and how could it be seen again soon? English
Flash Note 03/2016 Oil - What we should know today English
Flash Note 03/2016 Supongan que la cosa no es como parece Spanish
Flash Note 03/2016 Los pájaros que no cantan Spanish
Flash Note 03/2016 There is a responsible institution in Brazil (Good omens for the Real and bonds) English
Flash Note 03/2016 Key points of the Argentina's deal with its biggest holdouts English
Flash Note 02/2016 China's loan to Petrobras signals Chinese commitment to Brazil English
Flash Note 02/2016 Banking, Micro and Political indicators points to bad omens for the euro. The stock market could hold up well English
Flash Note 02/2016 Brasil ha mostrado algún buen dato en Febrero, pero... Spanish
Flash Note 02/2016 Potential cluster of oil & gas defaults. (it has started) English
Flash Note 02/2016 Oil. Last news & positioning English
Flash Note 02/2016 The Month in charts ... (and some other curiosities) English
Flash Note 02/2016 If there will be a QE3 in Europe, ... English
Flash Note 02/2016 El Brexit y el simplismo Spanish
Flash Note 02/2016 Confidence games & points of no return English
Flash Note 02/2016 The current Fed's message English
Flash Note 02/2016 We need the Oil Shock to stabilize English
Flash Note 02/2016 Nikkei ignora un reporte de PIB japonés muy débil y rebota un 7.2% Spanish
Flash Note 02/2016 Nikkei ignora un reporte de PIB japonés muy débil y rebota un 7.2% Spanish
Flash Note 02/2016 Nikkei ignora un reporte de PIB japonés muy débil y rebota un 7.2% Spanish
Flash Note: 02/2016 Cuatro frentes a mirar Spanish
Flash Note: 02/2016 ¿Puede volver a subir el petróleo? ¿Entonces? Spanish
Flash Note 02/2016 Información necesaria Spanish
Flash Note 02/2016 Why the guys in Wall Street are driving Treasury yields lower? English
Flash Note 01/2016 The Bank of Japan became European, and the currency war seems to be underway again English
Flash Note 01/2016 The most important news of the month in charts English
Flash Note 01/2016 Brazil - Plesae, your Lordships, continue on vacations English
Flash Note 01/2016 Kuroda’s recent “I’m ready to do more” is leading him to a cul-de-sac English
Flash Note 01/2016 Información para el día a día. Spanish
Flash Note 01/2016 Capital misallocation & Risk misallocation English
Flash Note 01/2016 Nota de Mercados y recomendación a clientes (20/1/2016) Spanish
Flash Note 01/2016 Repunte del crudo como catalizador del repunte de la bolsa. ¿Sostenible? Spanish
Flash Note 01/2016 The US High Yield, the CLOs… Do we stick with our constructive scenario? English
Flash Note 01/2016 El olfato, la intuición y el whisky de malta. Spanish
Flash Note 01/2016 I'll say it very clear to my Argentine friends (even the Porteños) English
Flash Note 01/2016 The Japanese economy is not doing any good. Despite this the QQE may be near an end English
Flash Note 01/2016 Was Dilma listening to us? English
Flash Note 01/2016 El euro, Marte y las bicicletas. Spanish
Flash Note 01/2016 Wups! Sorry for the doomsayers English
Flash Note 01/2016 ¿Por qué China suspende el sistema automático de cierre de mercado?
Flash Note 01/2016 A brief assessment of market dynamics in China English
Flash Note 01/2016 Los Mercados, Oriente Medio, China y el Queso artesanal Spanish
Flash Note 12/2015 China. From a source of problems, to be part of the solution English
Flash Note 12/2015 España Spanish
Flash Note 12/2015 BoJ announces minor adjustments to its QQE programm. Equities fall and the JPY rises English
Flash Note 12/2015 Summary of the Chinese economic press today (Dec 21) English
Flash Note 12/2015 Brasil se deteriora a una velocidad anticlimática y “corre” hacia el default Spanish
Flash Note 12/2015 Our morning reading of the Chinese economic press English
Flash Note 12/2015 China y las estrelladas predicciones Spanish
Flash Note 12/2015 Nerviosismo otra vez Spanish
Flash Note 12/2015 About the Paris agreement. Opinions of some experts about the implications on commodities English
Flash Note 12/2015 Summary of the Chinese economic press today English
Flash Note 12/2015 Easing more fears and doubts. This time in the US economy English
Flash Note 12/2015 Daily review on China (softening doubts and old ghosts) English
Flash Note 12/2015 Relevant news from China English
Flash Note 12/2015 Oil price (WTI ) below US$38 per barrel (7 year lows) English
Flash Note 12/2015 Salidas de capital en China. Entendiéndo los flujos. Spanish
Flash Note 12/2015 Verbal Incontinentia Spanish
Flash Note 12/2015 Pensando como un argentino Spanish
Flash Note 12/2015 The ECB cuts depo rate to -0.30%, and signals more QE English
Flash Note 12/2015 Impeachment a Dilma en Brasil. Spanish
Flash Note 12/2015 When even Paul Krugman is worried about the national debt, you know there is a problem in Japan English
Flash Note 12/2015 Economic figures in the Eurozone & the implications for financial markets English
Flash Note 12/2015 China - Antes de que se me procupen, dos conclusiones Spanish
Flash Note 11/2015 China, leverage and the long term English
Flash Note 11/2015 China y los guiones Spanish
Flash Note 11/2015 Our currency observatory (24 Nov) English
Flash Note 11/2015 It's already here! English
Flash Note 11/2015 No tensions in the global markets until year end? English
Flash Note 11/2015 All told, today's figures are reassuring under an investor perspective. English
Flash Note 11/2015 Portugal. ¿Y ahora qué? Spanish
Flash Note 11/2015 US 10 year Treasury. "To buy or not to buy" English
Flash Note: El EUR podría caer a más corto plazo 10/2015 Flash Note: El EUR podría caer a más corto plazo (y yo ganaré una moneda de oro Spanish
Flash Note: Observatorio de Divisas 10/2015 Flash Note: Observatorio de Divisas Spanish
Flash Note: QE 4 en USA, el siglo XVIII y la Luftwaffe 10/2015 Flash Note: QE 4 en USA, el siglo XVIII y la Luftwaffe Spanish
Flash Note: La Divina Revelación y los mormones 10/2015 Flash Note: La Divina Revelación y los mormones Spanish
Flash Note: Latam – When they say let the world go to hell, I should always have my tea 10/2015 Flash Note: Latam – When they say let the world go to hell, I should always have my tea English
Flash Note: What after the ECB? The seven required questions. And seven possible answers 10/2015 Flash Note: What after the ECB? The seven required questions. And seven possible answers English
Flash Note: Turkey. A 10 years leap forward? 10/2015 Flash Note: Turkey. A 10 years leap forward? English
Flash Note: Observatorio de divisas 10/2015 Flash Note: Observatorio de divisas Spanish
Flash Note: Clearing doubts 10/2015 Flash Note: Clearing doubts English
Flash Note: The chart of the week (for those still rejecting to consider some markets) 10/2015 Flash Note: The chart of the week (for those still rejecting to consider some markets) English
Flash Note: Good data from the US today 10/2015 Flash Note: Good data from the US today English
Flash note: Morning reading of chinese newspapers 10/2015 Flash note: Morning reading of chinese newspapers English
Flash Note: Do you want to see the 2020 projections for global Foreign Direct Investment? 10/2015 Flash Note: Do you want to see the 2020 projections for global Foreign Direct Investment? English
Flash Note: La probable subida salarial en USA no es aún una amenaza para los margenes, la Fed, el mercado, etc. 10/2015 Flash Note: La probable subida salarial en USA no es aún una amenaza para los margenes, la Fed, el mercado, etc. Spanish
Flash Note: Our morning reading of the Chinese newspaper (Do you want to hear some good news?) 10/2015 Flash Note: Our morning reading of the Chinese newspaper (Do you want to hear some good news?) English
Flash Note: Los principales commodities agrícolas (granos) al alza - Outlook. 10/2015 Flash Note: Los principales commodities agrícolas (granos) al alza - Outlook. Spanish
Flash Note: Japanese equities- A higher risk premium is (in our view) deserved 10/2015 Flash Note: Japanese equities- A higher risk premium is (in our view) deserved English
Flash Note: Economía USA. ¿Una mala salud de hierro? 10/2015 Flash Note: Economía USA. ¿Una mala salud de hierro? Spanish
Flash Note: Today's morning reading of the Chinese press 10/2015 Flash Note: Today's morning reading of the Chinese press English
Flash Note: ¡Ya estamos otra vez! (calma) 10/2015 Flash Note: ¡Ya estamos otra vez! (calma) Spanish
Flash Note: Here it is our deflationary boom 10/2015 Flash Note: Here it is our deflationary boom English
Flash Note: Today's morning reading of the Chinese press 10/2015 Flash Note: Today's morning reading of the Chinese press English
Flash Note: La mayoría de las desgracias no suceden 10/2015 Flash Note: La mayoría de las desgracias no suceden Spanish
Flash Note: ¡No aprendemos! 10/2015 Flash Note: ¡No aprendemos! Spanish
Flash Note: Una remota pero buena noticia 10/2015 Flash Note: Una remota pero buena noticia Spanish
Flash Note: Today's morning reading of the Chinese press 10/2015 Flash Note: Today's morning reading of the Chinese press English
Flash Note: Tras el desastre del verano, estamos ya en el segundo intento para recuperar los máximos en las bolsas 10/2015 Flash Note: Tras el desastre del verano, estamos ya en el segundo intento para recuperar los máximos en las bolsas Spanish
Flash Note: Better economic data in China 10/2015 Flash Note: Better economic data in China English
Flash Note: Observatorio de divisas 09/2015 Flash Note: Observatorio de divisas Spanish
Flash Note: US Monthly Economic Events Monitor (Andbank's Assessment) 09/2015 Flash Note: US Monthly Economic Events Monitor (Andbank's Assessment) English
Flash Note: Para los que predican el dia del juicio (Doomsayers) 09/2015 Flash Note: Para los que predican el dia del juicio (Doomsayers) Spanish
Flash Note: BRL/USD ¿¿¿Hasta dónde??? 09/2015 Flash Note: BRL/USD ¿¿¿Hasta dónde??? Spanish
Taking the pulse of the Chinese economy 09/2015 Taking the pulse of the Chinese economy English
Flash Note: Brazil - Is the worst behind? 09/2015 Flash Note: Brazil - Is the worst behind? English
Flash Note: Observatorio de divisas 09/2015 Flash Note: Observatorio de divisas Spanish
Flash Note: Morning reading of the Chinese newspapers 09/2015 Flash Note: Morning reading of the Chinese newspapers English
Flash Note: Ración doble de dificultades para el S&P (en 2016) 09/2015 Flash Note: Ración doble de dificultades para el S&P (en 2016) Spanish
Flash Note: 2 year estimates for the big 4 economies (Tilts and Fx implications) 09/2015 Flash Note: 2 year estimates for the big 4 economies (Tilts and Fx implications) English
Flash Note: Desviando la atención 09/2015 Flash Note: Desviando la atención Spanish
Flash Note: About the accuracy of the official data in China 09/2015 Flash Note: About the accuracy of the official data in China English
Flash Note: Nos preguntan mucho sobre el MXN/USD 09/2015 Flash Note: Nos preguntan mucho sobre el MXN/USD Spanish
Flash Note: La Fed y los mercados. Mitos y leyendas 09/2015 Flash Note: La Fed y los mercados. Mitos y leyendas Spanish
Flash Note: Morning reading of the Chinese newspapers 09/2015 Flash Note: Morning reading of the Chinese newspapers English
Flash Note: Observatorio de divisas 09/2015 Flash Note: Observatorio de divisas Spanish
Flash Note: Brazil - Finally, a coherent response from government 09/2015 Flash Note: Brazil - Finally, a coherent response from government English
Flash Note: Today's morning reading to the Chinese newspapers 09/2015 Flash Note: Today's morning reading to the Chinese newspapers English
Flash Note: Entendiendo un poco más al mercado (solo un poco) 09/2015 Flash Note: Entendiendo un poco más al mercado (solo un poco) Spanish
Flash Note: Verano de 1998 09/2015 Flash Note: Verano de 1998 Spanish
Flash Note: Why investors compare the recent turmoil in Emerging markets with the 97-98 financial crisis? 08/2015 Flash Note: Why investors compare the recent turmoil in Emerging markets with the 97-98 financial crisis? English
Flash Note: Oilpocalypse 08/2015 Flash Note: Oilpocalypse English
Flash Note: How much more could the Yuan depreciate in the short-term 08/2015 Flash Note: How much more could the Yuan depreciate in the short-term English
Flash Note: Brazil - Moody's provides some relief to investors 08/2015 Flash Note: Brazil - Moody's provides some relief to investors English
Flash Note: The CNY's move explained in one chart 08/2015 Flash Note: The CNY's move explained in one chart English
Flash Note: The CNY depreciation is not any consequence of the recent market sell-off 08/2015 Flash Note: The CNY depreciation is not any consequence of the recent market sell-off English
Flash Note: In the absence of political tensions in Europe the way seems clear for new highs 08/2015 Flash Note: In the absence of political tensions in Europe the way seems clear for new highs English
Flash Note: Y parece que va directo a 4.00 08/2015 Flash Note: Y parece que va directo a 4.00 Spanish
You already know the bad news in China. Find out some of the good news now 08/2015 You already know the bad news in China. Find out some of the good news now English
Flash Note: Some signs that the worst could be behind 08/2015 Flash Note: Some signs that the worst could be behind English
Flash Note: Un caso de libro 08/2015 Flash Note: Un caso de libro Spanish
Flash Note: Ultra-long perspectives for the major economies 07/2015 Flash Note: Ultra-long perspectives for the major economies English
Flash Note: The Chinese equity market and the bipolar nature of investors 07/2015 Flash Note: The Chinese equity market and the bipolar nature of investors English
Flash note: Algunas notas interesantes (para entender un poco mas este puzle) 07/2015 Flash note: Algunas notas interesantes (para entender un poco mas este puzle) Spanish
Flash Note: Chinese equity market. QAs 07/2015 Flash Note: Chinese equity market. QAs English
Flash Note: Short-term assessment for the Global Equity Markets (GEM) 07/2015 Flash Note: Short-term assessment for the Global Equity Markets (GEM) English
Flash Note: The Russian conflict with the West - Monthly News Flow and Assessment for Russian Assets 07/2015 Flash Note: The Russian conflict with the West - Monthly News Flow and Assessment for Russian Assets English
Flash Note: The Russian conflict with the West Monthly News Flow Assessment 07/2015 Flash Note: The Russian conflict with the West Monthly News Flow Assessment English
Flash Note: The agreement with Greece might actually work 07/2015 Flash Note: The agreement with Greece might actually work English
Flash Note: The Monopoly power of OPEC countries is now a mirage 07/2015 Flash Note: The Monopoly power of OPEC countries is now a mirage English
Flash Note: El acuerdo con Grecia tiene posibilidades reales de funcionar 07/2015 Flash Note: El acuerdo con Grecia tiene posibilidades reales de funcionar Spanish
Flash Notes: China - Retail investors or large investors 07/2015 Flash Notes: China - Retail investors or large investors English
Flash Note: China - I'm sorry for the doomsayers but, falling stocks will not affect the economy 07/2015 Flash Note: China - I'm sorry for the doomsayers but, falling stocks will not affect the economy English
Flash Note: Asia - Boom en inversión a la vista 07/2015 Flash Note: Asia - Boom en inversión a la vista Spanish
Flash Note: Asia stands on the verge of an unprecedented infrastructure boom. 07/2015 Flash Note: Asia stands on the verge of an unprecedented infrastructure boom. Flash Note: Asia stands on the verge of an unprecedented infrastructure boom. English
Flash Note: Note on the A and H Chinese shares correction 07/2015 Flash Note: Note on the A and H Chinese shares correction English
Flash Note: This is China. Surprised? I do, but just with the first part of the chart. The rest is normal 07/2015 Flash Note: This is China. Surprised? I do, but just with the first part of the chart. The rest is normal English
Flash Note: Necesidades de capital en el BCE y el EFSF?... El coste para los Europeos 07/2015 Flash Note: Necesidades de capital en el BCE y el EFSF?... El coste para los Europeos Spanish
Flash Note: El EUR-USD y los especuladores 07/2015 Flash Note: El EUR-USD y los especuladores Spanish
Flash Note: Lo mínimo durante el máximo tiempo. 07/2015 Flash Note: Lo mínimo durante el máximo tiempo. Spanish
Flash Note: China. Fortalecer el sistema causa caídas en las bolsas. Para nosotros, sigue siendo “compra” 07/2015 Flash Note: China. Fortalecer el sistema causa caídas en las bolsas. Para nosotros, sigue siendo “compra” Spanish
Flash Note: China. De-risking the system causes share prices to sink. For us, this is a “BUY" 07/2015 Flash Note: China. De-risking the system causes share prices to sink. For us, this is a “BUY" English
Flash Note: Brazil – Yes, there is life after austerity 07/2015 Flash Note: Brazil – Yes, there is life after austerity English
Flash Note: Greece. Not even with both hands 07/2015 Flash Note: Greece. Not even with both hands English
Flash Note: Brazil's inflation target at 4.5% (Wow!!!!!) 07/2015 Flash Note: Brazil's inflation target at 4.5% (Wow!!!!!) English
Flash Note: Grecia. Ni con las dos manos 06/2015 Flash Note: Grecia. Ni con las dos manos Spanish
Flash Note: The Russian conflict with the West – Monthly News Flow & Assessment 06/2015 Flash Note: The Russian conflict with the West – Monthly News Flow & Assessment English
Flash Note: EUR - USD 06/2015 Flash Note: EUR - USD Spanish
Flash Note: A first "unofficial" answer of Russia to Tsipras 06/2015 Flash Note: A first "unofficial" answer of Russia to Tsipras English
Flash Note: We can have some idea of who was behind the increase in Yields of European bonds 06/2015 Flash Note: We can have some idea of who was behind the increase in Yields of European bonds English
Flash Note: India - The last great investment opportunity 06/2015 Flash Note: India - The last great investment opportunity English
Flash Note: ¿Potencial crisis sostenida del mercado? 06/2015 Flash Note: ¿Potencial crisis sostenida del mercado? Spanish
Flash Note: Turkey - The calm after the elections? 06/2015 Flash Note: Turkey - The calm after the elections? English
Flash Note: El EUR-USD y los especuladores 06/2015 Flash Note: El EUR-USD y los especuladores Spanish
Flash Note: Las verduleras de la rue des Martyrs 06/2015 Flash Note: Las verduleras de la rue des Martyrs Spanish
Flash Note: A structural bear market in oil price? 06/2015 Flash Note: A structural bear market in oil price? English
Flash Note: Grecia y el Infierno 06/2015 Flash Note: Grecia y el Infierno Spanish
Flash Note: Brazil is enduring the austerity better than expected 05/2015 Flash Note: Brazil is enduring the austerity better than expected English
Flash Note: All is in place for a lower Yen 05/2015 Flash Note: All is in place for a lower Yen English
Flash Note: London-Shanghai Direct financial connect 05/2015 Flash Note: London-Shanghai Direct financial connect English
Flash Note: The EUR/USD 05/2015 Flash Note: The EUR/USD English
Flash Note: Japanese Equities. The party is not over 05/2015 Flash Note: Japanese Equities. The party is not over English
Flash Note: Worried about a sell-off in Treasuries? 05/2015 Flash Note: Worried about a sell-off in Treasuries? English
Flash Note: ¿Una cartera ideal? 05/2015 Flash Note: ¿Una cartera ideal? English
Flash Note: The Russian conflict with the West 05/2015 Flash Note: The Russian conflict with the West English
Flash Note: Japan - A walk through my own review of the press 05/2015 Flash Note: Japan - A walk through my own review of the press English
Flash Note: Sell-off de bonos 05/2015 Flash Note: Sell-off de bonos Spanish
Flash Note: Greece - Near to the End 05/2015 Flash Note: Greece - Near to the End English
Flash Note: UK: ¿Y ahora qué? 05/2015 Flash Note: UK: ¿Y ahora qué? Spanish
Flash Note: Al Margen 05/2015 Flash Note: Al Margen Spanish
Flash Note: Brazil - Risk or Bargain 05/2015 Flash Note: Brazil - Risk or Bargain English
Flash Notes: About the falls in Chinese equities yesterday 05/2015 Flash Notes: About the falls in Chinese equities yesterday English
Flash Note: Understanding currency shifts 05/2015 Flash Note: Understanding currency shifts English
Flash Note: ¿Cómo jugarle a las elecciones de UK? 05/2015 Flash Note: ¿Cómo jugarle a las elecciones de UK? Spanish
Flash Note: Ustedes mismos 05/2015 Flash Note: Ustedes mismos Spanish
Flash Note: More good data to close a positive month in the US economy 05/2015 Flash Note: More good data to close a positive month in the US economy English
Flash Note: ¿Sorprendidos? 05/2015 Flash Note: ¿Sorprendidos? Spanish
Flash Note: Termómetro para los datos de hoy. Aprovéchenlo. 05/2015 Flash Note: Termómetro para los datos de hoy. Aprovéchenlo. Spanish
Flash Note: Consejos Sine Pecunia 05/2015 Flash Note: Consejos Sine Pecunia Spanish
Flash Note: Placet Experiri 05/2015 Flash Note: Placet Experiri English
Flash Notes: Further falls in commodities. 04/2015 Flash Notes: Further falls in commodities. English
Flash Note: A Widow Maker 04/2015 Flash Note: A Widow Maker English
Flash Note: Los ojos de los camellos 04/2015 Flash Note: Los ojos de los camellos Spanish
Flash Note: Financial Markets at a Glance (Who is who?) 04/2015 Flash Note: Financial Markets at a Glance (Who is who?) English
Flash Note: China - Towards a more prominent position 04/2015 Flash Note: China - Towards a more prominent position English
Flash Note: Colorido Asiático o la Europa monocroma. 04/2015 Flash Note: Colorido Asiático o la Europa monocroma. Spanish
Flash Note: Petrobras - A clearer horizon 04/2015 Flash Note: Petrobras - A clearer horizon English
Flash Note: Testing your knowledge 04/2015 Flash Note: Testing your knowledge English
Flash Note: Japan - As things stand 04/2015 Flash Note: Japan - As things stand English
Flash Note: China and the state of the nation 04/2015 Flash Note: China and the state of the nation English
Flash Note: Andorra y las lecciones aprendidas sobre crisis bancarias previas 04/2015 Flash Note: Andorra y las lecciones aprendidas sobre crisis bancarias previas Spanish
Flash Note: Putin y su caballo de Troya 04/2015 Flash Note: Putin y su caballo de Troya Spanish
Flash Note: No se escandalicen y compren. 04/2015 Flash Note: No se escandalicen y compren. Spanish
Flash Note: La Fed, la economia y los mercados, 2015-2016 04/2015 Flash Note: La Fed, la economia y los mercados, 2015-2016 Spanish
Flash Note: Definitely, these are the new widowmakers! 04/2015 Flash Note: Definitely, these are the new widowmakers!
Flash Note: Draghi es Aquiles 04/2015 Flash Note: Draghi es Aquiles Spanish
Flash Note: ¿Pero que le pasa a esta economía? 03/2015 Flash Note: ¿Pero que le pasa a esta economía? Spanish
Flash Note: Mejores datos aún en USA (entienden el giro en el USD?) 03/2015 Flash Note: Mejores datos aún en USA (entienden el giro en el USD?) Spanish
Flash Note: Datos de hoy en Eurozona supportive para el Equity 03/2015 Flash Note: Datos de hoy en Eurozona supportive para el Equity Spanish
Flash Note: Sobre las alturas Babélicas y Otto Von Bismark 03/2015 Flash Note: Sobre las alturas Babélicas y Otto Von Bismark Spanish
RV: Flash Note: Did you know some of the recent global developements? 03/2015 RV: Flash Note: Did you know some of the recent global developements? English
Flash Note: EM Asia - Steady growth over the next couple of years (BUY) 03/2015 Flash Note: EM Asia - Steady growth over the next couple of years (BUY) English
Flash Note: ¿Es Turquía una oportunidad? 10 aspectos que indican que podría serlo. 03/2015 Flash Note: ¿Es Turquía una oportunidad? 10 aspectos que indican que podría serlo. Spanish
Flash Note: European Equities - Are you nervous? The party has just begun! 03/2015 Flash Note: European Equities - Are you nervous? The party has just begun! English
Flash Note: Who is who? 03/2015 Flash Note: Who is who? English
Flash Note: The Yuan included in the SDR basket? 03/2015 Flash Note: The Yuan included in the SDR basket? English
Flash Note: West – Russia Conflict: Still a Negative Mood 03/2015 Flash Note: West – Russia Conflict: Still a Negative Mood English
Flash Note: ¿Queda tiempo para una última copa? 03/2015 Flash Note: ¿Queda tiempo para una última copa? Spanish
Flash Note: Comité Inversiones Andbank - Target EUR/USD 03/2015 Flash Note: Comité Inversiones Andbank - Target EUR/USD Spanish
Flash Note: Brazil - Why are brazilian assets being hit so hard? What can we expect? 03/2015 Flash Note: Brazil - Why are brazilian assets being hit so hard? What can we expect? English
Flash Note: China - Important reforms continue. 03/2015 Flash Note: China - Important reforms continue. English
Flash Note: Japan - Performance & Outlook 03/2015 Flash Note: Japan - Performance & Outlook English
Flash Note: Oil - A complete absence of upward pressure 03/2015 Flash Note: Oil - A complete absence of upward pressure English
Flash Note: Oil - As things stand 03/2015 Flash Note: Oil - As things stand English
Flash Note - Petrobras: Reasuring news 03/2015 Flash Note - Petrobras: Reasuring news English
Flash Note: Petrobras - 10 questions... and some answers 02/2015 Flash Note: Petrobras - 10 questions... and some answers English
Flash Note: Ciao first Fed's rate hike. Hello Treasury rally? 02/2015 Flash Note: Ciao first Fed's rate hike. Hello Treasury rally? English
Flash Note: Europe 2017 - Survey of economic conditions 02/2015 Flash Note: Europe 2017 - Survey of economic conditions English
Flash Notes: Los Europeos y los mamíferos marinos 02/2015 Flash Notes: Los Europeos y los mamíferos marinos Spanish
Flash Note: The vision of the world through the Andbank's drone (IV) 02/2015 Flash Note: The vision of the world through the Andbank's drone (IV) English
Flash Note: The vision of the world through the Andbank's drone (III) 02/2015 Flash Note: The vision of the world through the Andbank's drone (III) English
Flash Note: The vision of the world through the Andbank's drone (II) 02/2015 Flash Note: The vision of the world through the Andbank's drone (II) English
Flash Note: The vision of the world through the Andbank's drone 02/2015 Flash Note: The vision of the world through the Andbank's drone English
Flash Note: Precious metals (Gold) - Outlook & Recommended Strategy 02/2015 Flash Note: Precious metals (Gold) - Outlook & Recommended Strategy English
Flash Note: Crude Oil - Outlook and recommended strategy 02/2015 Flash Note: Crude Oil - Outlook and recommended strategy English
Flash Note: Corporate bonds (EUR & USD) - Performance & Strategy 02/2015 Flash Note: Corporate bonds (EUR & USD) - Performance & Strategy English
Flash Note: Disfruten ... 02/2015 Flash Note: Disfruten ... Spanish
Flash Note: More un Russia & Ukrania agreement 02/2015 Flash Note: More un Russia & Ukrania agreement English
Flash Note: Russian & Ukranian presidents agreed on a deal 02/2015 Flash Note: Russian & Ukranian presidents agreed on a deal English
Flash Note: Venezuela - Default in November? 02/2015 Flash Note: Venezuela - Default in November? English
Flash Note: Brazilian austerity plan - Costs & Benefits 02/2015 Flash Note: Brazilian austerity plan - Costs & Benefits English
Flash Note: Venezuela - Los líderes y las herraduras 02/2015 Flash Note: Venezuela - Los líderes y las herraduras Spanish
Flash Note: Los cahorros de Syriza lo van a poner mas fácil de lo esperado. 02/2015 Flash Note: Los cahorros de Syriza lo van a poner mas fácil de lo esperado. Spanish
Flash Note: What's behind the RMB's recent depreciation? 02/2015 Flash Note: What's behind the RMB's recent depreciation? English
Flash Note: Grecia - Sobre los Mongoles y la perspectiva 02/2015 Flash Note: Grecia - Sobre los Mongoles y la perspectiva Spanish
Flash Notes: First steps in the right direction but ... we need more. 01/2015 Flash Notes: First steps in the right direction but ... we need more. English
Flash Note: Are investors changing their bias? 01/2015 Flash Note: Are investors changing their bias? English
Flash Notes: Rusia - Deterioro del escenario 01/2015 Flash Notes: Rusia - Deterioro del escenario Spanish
Flash Note: Rusia - Kudrin dixit 01/2015 Flash Note: Rusia - Kudrin dixit English
Flash Note (amended): Europe 2017 - Survey of situation and effectiveness of the QE programme (corrected) 01/2015 Flash Note (amended): Europe 2017 - Survey of situation and effectiveness of the QE programme (corrected) English
Flash Note: Europe 2017 - Survey of situation and effectiveness of the QE programme 01/2015 Flash Note: Europe 2017 - Survey of situation and effectiveness of the QE programme English
Flash Notes: Greece - Now our questions 01/2015 Flash Notes: Greece - Now our questions English
Flash Notes: Grecia - Ahora nuestras preguntas 01/2015 Flash Notes: Grecia - Ahora nuestras preguntas Spanish
Flash Note: Global trends (from a bird's eye view) 01/2015 Flash Note: Global trends (from a bird's eye view) English
Flash Note: Draghi in its purest form 01/2015 Flash Note: Draghi in its purest form English
PM Renzi: My Dream Is 'Parity' Between Euro and Dollar - WSJ 01/2015 PM Renzi: My Dream Is 'Parity' Between Euro and Dollar - WSJ Spanish
Flash Notes: We raise our target for the Eurozone Equity index 01/2015 Flash Notes: We raise our target for the Eurozone Equity index English
Flash Notes: Short-Term view on Developed Equity markets 01/2015 Flash Notes: Short-Term view on Developed Equity markets English
Flash Notes: More light in the Greek stuff 01/2015 Flash Notes: More light in the Greek stuff English
Flash Notes: Change in our targets for EUR 01/2015 Flash Notes: Change in our targets for EUR English
Flash Notes: Pacta Sunt Servanda 01/2015 Flash Notes: Pacta Sunt Servanda English
Flash Notes: CHF 01/2015 Flash Notes: CHF Spanish
Flash Notes: The new leading markets for the next few years? 01/2015 Flash Notes: The new leading markets for the next few years? English
Nota 27 01/2015 Germany open to Greek debt restructuring after election English
Nota 26 01/2015 From Grexit to Grecovery and Grexit again and then ... Brexit Spanish
Nota 25 01/2015 El EUR y el paracaidismo Spanish
Note 24 12/2014 Rusia Spanish
Note 23 12/2014 An olive branch English
Note 22 12/2014 Los "coletudos" aflojan (buena derivada) English
Note 21 12/2014 One (just one) good news for Gold English
Note 20 12/2014 Why oil fell yesterday? English
Note 19 12/2014 2% inflation in Japan??? (Courtesy of Mr QQE) English
Note 18 12/2014 Two opposing markets and we are on the smaller side!! English
Note 17 12/2014 About the Shanghai-Hong Kong Connect Stock Scheme English
Note 16 12/2014 Russia & Ukraine English
Note 15 12/2014 News from the eternal Greece English
Note 14 12/2014 The Berlin Wall and investor's mistakes English
Note 13 12/2014 Japan: “Violin Concerto, Op.77-II. Andante. Kuroda’s Philharmoniker” English
Note 12 12/2014 Who am I to deny it? English
Note 11 11/2014 About the Shanghai-Hong Kong Connect Stock Scheme English
Note 10 11/2014 Russia & Ukraine English
Note 9 11/2014 News from the eternal Greece English
Note 8 11/2014 The Berlin Wall and investor's mistakes English
Note 7 11/2014 Japan: “Violin Concerto, Op.77-II. Andante. Kuroda’s Philharmoniker” English
Note 6 11/2014 Who am I to deny it? English
Note 5 11/2014 Rubble unexpectedly recovers 4% despite no agreement for gas has been reached English
Note 4 10/2014 The importance of avoiding a surge in Real State activity English
Note 3 10/2014 Gold. We have not been invited to this party! English
Note 2 10/2014 October's 15 Flash-Crash . Understanding this new market. English
Note 1 10/2014 Our short-term Outlook. Risk-on & Risk-off probabilities English