Análise de mercados

Reflexões do Mercado

Notas de Novembro 2018

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Published 05/11/2018

Conheça as reflexões novembro de 2018 do nosso Economista chefe, Alex Fusté.

Conheça as reflexões novembro de 2018 do nosso Economista chefe, Alex Fusté.

Despite the very good news in China, the market ended lower. Why?

Despite the very good news in China, the market ended lower. Why?

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Is the fall in oil prices good for financial markets? Q&A's

Is the fall in oil prices good for financial markets? Q&A's

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What is next for Brexit

What is next for Brexit

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Spanish Ibex - An excessive punishment?

Spanish Ibex - An excessive punishment?

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IBES estimations for FY2019 Earning Per Share in S&P

IBES estimations for FY2019 Earning Per Share in S&P

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Subidas de tipos del BCE para más tarde de lo estimado

Subidas de tipos del BCE para más tarde de lo estimado

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Latest news on the Brexit front & about the real risk in the UK

Latest news on the Brexit front & about the real risk in the UK

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The Fed could pause its rate-hike cycle

The Fed could pause its rate-hike cycle

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The UK cabinet yesterday approved May's exit deal. What next? Our outlook in just 5 points

The UK cabinet yesterday approved May's exit deal. What next? Our outlook in just 5 points

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Melhores perspectivas no conflito comercial entre os EUA e a China?

Melhores perspectivas no conflito comercial entre os EUA e a China?

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Better prospects for a relaxation in the commercial conflict between the US and China?

Better prospects for a relaxation in the commercial conflict between the US and China?

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The Italian's determination to stick to its spending plans has left the EU executive with little choice. The implications

The Italian's determination to stick to its spending plans has left the EU executive with little choice. The implications

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El crudo (WTI) rompe los $60 hacia abajo y acumula un -22% en 1 mes

El crudo (WTI) rompe los $60 hacia abajo y acumula un -22% en 1 mes

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FED rates projections. Implications. Our assessment of Cost of Capital vs Return on

FED rates projections. Implications. Our assessment of Cost of Capital vs Return on

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Proyeccions tipos de la Fed. Implicaciones. Coste del Capital vs Retorno del Capital

Proyeccions tipos de la Fed. Implicaciones. Coste del Capital vs Retorno del Capital

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Una valoración tras el resultado de las mid-term elections

Una valoración tras el resultado de las mid-term elections

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Tras torturarme lentamente, el crudo finalmente cae 20% en 1 mes.

Tras torturarme lentamente, el crudo finalmente cae 20% en 1 mes.

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Mid-Term elections. ¿Qué espero de los mercados?

Mid-Term elections. ¿Qué espero de los mercados?

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Brasil - Quão séria é a situação fiscal? Como restaurar a sustentabilidade?

Brasil - Quão séria é a situação fiscal? Como restaurar a sustentabilidade?

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Turkey’s Assets fly during Shocktober's nightmare

Turkey’s Assets fly during Shocktober's nightmare

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AMLO enseña sus verdaderos colores. Valoración y perspectiva

AMLO enseña sus verdaderos colores. Valoración y perspectiva

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