Listen to our podcast to stay up to date on the financial situation

  • 15/12/25 Weekly Analysis

    Today we are going to pause for a moment on a topic that transcends the immediacy of the markets, but which will undoubtedly condition the economic, social and political tone of the coming decades: artificial intelligence. And we will do so with a question that captures, perhaps better than any other, the central debate about the real impact of this technology: is AI leading us towards an era of abundance or a dystopian future?

  • 12/09/25 Weekly Analysis

    Looking ahead to 2026, we maintain a constructive and generally steady outlook. The economic cycle continues to move forward with notable resilience, and we do not anticipate any substantial changes in global GDP growth, which will benefit from a more expansionary fiscal environment across the world’s major economies.

  • Podcast

    12/04/25 Monthly analysis

    We analyze the pause that large technology companies are experiencing after a year of exceptional increases, driven by the rise of artificial intelligence.

  • 12/01/25 Weekly analysis

    The past week has been particularly revealing. Not only because the risk indicators have shifted sharply towards clearly favorable territory, but also because what we pointed out a week ago has been confirmed by events: the previous correction was not the beginning of a change in trend, but a necessary purge to eliminate accumulated speculative excesses surrounding artificial intelligence.

  • 11/24/25 Weekly analysis

    Financial markets are going through a mixed spell. Recent weeks have brought bouts of marked volatility, with sharp swings that should not be read as the start of a bearish trend but rather as a clearing-out of excesses after months of gains concentrated in a handful of market segments.

  • Podcast

    11/17/25 Weekly analysis

    This week in the global stock market has been marked by alternating periods of euphoria and caution.

  • Podcast

    11/10/25 Weekly Analysis

    Global equities have experienced a week of corrections after months of almost uninterrupted gains. This is not a change in trend, but a natural pause in a market that, after a cycle of substantial gains, is beginning to show signs of exhaustion.

  • Podcast

    04/11/25 Monthly analysis

    We analyze the consequences of this monetary shift

  • 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.

  • 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.

  • 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

  • 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.

  • 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.

  • 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

  • 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.

Explore our investment portfolios and let our experts manage your money

The world moves very quickly. Invest better with someone who can keep up. Trust our experts to manage your money.

Meet our experts in financial market analysis

Roberto Hernanz

Markets Director at BBVA Private Banking

Álvaro Manteca

Analysis and Strategy Director at BBVA Private Banking

Legal notice

The contents of this section are for information purposes and are not intended to provide any type of investment or ancillary service and, in particular, do not constitute a general recommendation or financial advice of any kind. They are also not an offer or invitation to sell or purchase financial products or services. The opinions, predictions or recommendations these podcasts contain on the economy, investment funds and the markets are applicable on the date of each podcast.

The contents may not be suitable for investors due to their financial situation or investment objectives, and in no case is legal or tax advice being provided. Investors should obtain specialized and specific advice from their own consultants. Some products or services are presented purely as examples, and may not actually be available. These contents are based on information from sources deemed reliable, but BBVA cannot guarantee their accuracy or integrity. The services, products and prices of the contents are subject to change without notice. Past performance is not indicative of future results.

BBVA or a company in its Group may hold a direct or indirect position in some of the securities discussed herein, or may negotiate on their own account or for third parties or provide advisory or placement services to the issuer of said securities or to companies associated with it, or have other interests.

Get answers to all your questions

A financial market is the physical or virtual place where financial assets are exchanged between buyers and sellers. It also determines the price of these assets. Examples of financial markets include: securities markets, capital markets, currency markets, etc. Taken together, the financial markets provide a space in which families and companies can invest their savings.

Let experts move your money for you
With the Multiestrategia Portfolios, you delegate management to an expert team. From €20,000.
With the Multiestrategia Portfolios, you delegate management to an expert team. From €20,000.