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Actualización de mercados
Well balanced and smooth
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio management, I have not seen mu...
Macroeconomía
Take Two: Fed signals potential rate cut in September; gold price hits record high
What do you need to know?The Federal Reserve is “likely” to cut interest rates in September, its latest meeting minutes showed. The “vast majority”...
Macroeconomía
Take two: Slower US inflation lifts rate cut hopes; Japan GDP beats expectations
What do you need to know?US annual inflation edged down to a three-year low of 2.9% in July from 3% in June, lower than the 3% analysts had expected. Meanwhile...
Macroeconomía
Take Two: Volatility hits global stock markets; China’s exports slower than expected
What do you need to know?Global stock markets experienced a sharp bout of volatility last week, mainly on the back of fears of a potential US economic slowdown...
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