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05/25/2026 Weekly analysis

One of the most interesting phenomena of the current economic cycle is that a growing part of the global economy is beginning to behave much less sensitively than usual to rising prices, interest rates hikes and geopolitical uncertainty. Traditionally, an energy crisis accompanied by a sharp tightening of financial conditions would have caused a much more intense slowdown in consumption, investment and economic activity. However, that is not happening —or at least not with the usual intensity— at the present time.

05/18/2026 Weekly analysis

Over the past few weeks, financial markets have been dealing with a rather unusual situation. On the one hand, there was an open war in the Middle East, the Strait of Hormuz was blocked, and oil was clearly trading above $100 a barrel. On the other, stock markets kept hitting record highs, especially in the United States, as if all of that were merely temporary noise with no real ability to alter the macroeconomic outlook.
However, the April inflation data in the United States provided a pretty serious wake-up call for investors.

05/11/2026 Weekly analysis

For decades, much of the economic and financial consensus assumed that the world was moving towards a leaner, more digital economy that was less dependent on traditional industrial structures. Globalization, the internet and the dominance of software seemed to point toward a model where value would increasingly reside in data, platforms and intangible assets, while industrial capacity lost relative relevance compared to efficiency, human capital and technological innovation. However, the events of recent years are rapidly dismantling that view.

04/27/2026 Weekly analysis

The divergence we are seeing within global stock markets is as striking as it is revealing. We are not facing a market that rises or falls uniformly, but a market that is beginning to fracture: technology is advancing rapidly, while the rest of the sectors are feeling the impact of the Iran war.

05:15
For an SME, integrating AI-based solutions does not necessarily involve large investments or technical complexities, but rather adopting tools that allow working more efficiently, reduce risks, and improve the quality of the information used to make decisions.

04/20/2026 Weekly analysis

The adage "stock markets tend to go up by the stairs and down by the elevator" is widely used in the investment industry. It makes sense: The increases are built up gradually, as macroeconomic data supports a favorable cyclical situation and corporate profits materialize. However, when an unexpected and potentially systemic event occurs, risk premiums react violently, and the market does not hesitate to "take the elevator" down.

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