Podcast

Podcast

12/04/25 Monthly analysis

Has AI reached its peak? 

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

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

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

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.

Podcast

09/22/25 Weekly analysis

The stock markets are experiencing a period of renewed optimism that has surprised many investors and analysts.

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