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  • 16/02/2026 Análisis semanal

    Durante más de una década, y en especial desde la pandemia, la gestión pasiva ha dominado el panorama inversor apoyada en una realidad muy concreta: baja dispersión, liquidez abundante y un mercado absolutamente dominado por el momentum.

  • 02/09/2026 Weekly analysis

    For years, investing seemed like a comfortable exercise. It was enough to identify the dominant narrative, jump on board, and let the market do the rest. Technology, artificial intelligence, precious metals, Bitcoin… each one, in its time, was presented as a simple answer to a complex world. Today, that comfort has been shattered.

  • Podcast

    02/03/26 Monthly analysis

    Despite the complicated geopolitics, the markets continue to hold up. We'll tell you all about it in this podcast.

  • 02/02/2026 Weekly analysis

    Last Friday's session saw an abrupt and widespread sell-off in the commodities market. The movement was visible throughout the industrial metals complex, but it proved especially virulent in the precious metals sector.

  • 01/26/2026 Weekly analysis

    One of the most relevant developments that will leave its mark on 2026 will be the growing tension between the acceleration of technology and its effects on employment, income and social cohesion. This is not entirely new, but it is now entering a qualitatively distinct phase, both because of the speed of the change and its universal scope.

  • 01/19/2026 Weekly analysis

    It is worth analyzing the new measures announced by the Trump Administration to penalize several European countries that have deployed troops in Greenland.

  • 12/01/2026 Weekly analysis

    There is a phrase attributed to Lenin that comes back to haunt us in times like these: There are decades when nothing happens, and weeks when decades happen. The start of 2026 fits that definition with disturbing precision.

  • 12/29/25 Weekly Analysis

    2025 was marked by profound political and economic readjustments, a high dispersion in the markets and a remarkable capacity for adaptation in the global economy. We'll tell you all about it in this podcast.

  • 12/22/25 Weekly Analysis

    The close of 2025 presents a reasonably constructive macroeconomic and market picture, although not without important nuances that are worth noting.

  • 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.

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Roberto Hernanz

Markets Director at BBVA Private Banking

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Analysis and Strategy Director at BBVA Private Banking

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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.

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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.

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