Podcast on investing and personal finances
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The Federal Reserve resumes rate cuts
Podcast
04/11/25 Monthly analysis
We analyze the consequences of this monetary shift
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We face the final part of the year with confidence
Podcast
03/11/25 Weekly Analysis
The market's momentum remains unequivocally bullish. After several weeks in which economic data, central bank decisions, and the earnings season have painted a more predictable picture, investor sentiment remains optimistic. The “Goldilocks” narrative — that near-ideal balance between moderate growth, contained inflation, and predictable monetary policy — continues to be the guiding thread for global markets.
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New all-time highs put things back on track
Podcast
10/27/25 Weekly Analysis
Markets ended the week on a constructive note, supported by a narrative that is starting to take shape: the soft-landing scenario is no longer just an expectation, but a reality increasingly confirmed by each new macroeconomic indicator.
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More noise than systemic risk
Podcast
10/20/25 Weekly analysis
Recent weeks have brought some tension back to global financial markets. The combination of specific episodes in the US regional banking sector and the trade conflict between the United States and China have rekindled volatility. However, our interpretation is still that this environment reflects more noise than systemic risk
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New trade threats end complacency
Podcast
10/13/25 Weekly Analysis
Beijing announced new export controls on essential elements for manufacturing semiconductors, batteries, wind turbines, and defense equipment, positioning China as a significant player with considerable influence over global industrial supply chains.
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The wave of artificial intelligence: history, disruption and the future
Podcast
10/6/25 Weekly analysis
A new wave of technology is crashing over us. Artificial intelligence is transforming the economy, society and our understanding of the world at an unprecedented pace.
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AI is trending
Podcast
10/02/25 Monthly analysis
The push for AI is consolidating megatrends in the fields of healthcare, energy, infrastructure and robotics. Our experts tell you all about it
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A broad overview of the third quarter of 2025
Podcast
09/29/25 Weekly analysis
The current global macroeconomic context offers both optimistic and cautious perspectives. Yet, underlying this positive outlook are economic policy tensions and risks that could alter the situation in the coming months.
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An idyllic environment for global equities
Podcast
09/22/25 Weekly analysis
The stock markets are experiencing a period of renewed optimism that has surprised many investors and analysts.
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The Federal Reserve is set to resume its cycle of rate cuts this week
Podcast
09/15/25 Weekly analysis
This past week has once again underscored how deeply politics and economics are intertwined in the current phase of the cycle.
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The “Goldilocks” narrative fuels investor optimism
Podcast
09/08/25 Weekly analysis
In the first week of September, markets delicately weighed these slowdown signals against their belief in ongoing central bank assistance.
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What will happen in the markets between now and the end of the year?
Podcast
09/04/25 Monthly analysis
Although investor clarity appears to be increasing, we can't afford to ignore potential risks.
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Markets continue to shrug off risks
Podcast
09/01/25 Weekly analysisTo date, 2025 has been marked by a series of economic and political shocks that have done little to unsettle the financial markets.
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The end of the trade truce will set the tone for the week
Podcast
07/07/25 Weekly analysisAlthough the markets continued their upward momentum over the past week, the looming threat of the end of the trade truce remains a cause of concern for investors.
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Meet our experts in financial market analysis
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Roberto Hernanz
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Álvaro Manteca
Roberto Hernanz
Álvaro Manteca
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