The Chinese Politburo gathering is expected to provide more insight on potential stimulus and exemptions measures to support its economy. After Alphabet and Tesla this week, keep an eye on ongoing MegaCap Tech earnings (s.a. Amazon, Meta, Microsoft). Canada elects a new prime minister with polls pointing towards a liberal victory. The winner will play a key role in their relationship with the US. Figures such as JOLT job openings and Non-Farm payrolls measure the strength of the US job market. A key indicator for the US Fed policy.

Con el sector de las infraestructuras a punto de crecer tras un periodo tumultuoso causado por la pandemia y el subsiguiente auge inflacionista, ¿qué áreas podrían potencialmente ofrecer oportunidades de inversión?

Markets will continue to scrutinise growing tensions in DC as US President Trump took aim at Federal Reserve Chair Jerome Powell noting that his "termination can't come soon enough."

La elección de Donald Trump, unida al control del Partido Republicano de ambas cámaras del Congreso, ha dado lugar a un nuevo panorama político en Estados Unidos. Qué decisiones clave debe tomar la nueva administración? ¿Qué impacto tendrán estas decisiones en el entorno macroeconómico, los mercados financieros y los inversores?

Since the last committee on March 11th, European markets have fallen sharply, due to Donald Trump’s announcements regarding US tariffs on April 2nd.

The bond markets in March were already abuzz with talk of tariffs, as the Trump administration implemented previously delayed tariffs on Canada, Mexico and China. .

Markets remained volatile during the month of March. The primary concern isn’t the weakening economic fundamentals, but rather investors’ doubts about the credibility and stability of the U.S.

April 2025 marks a turning point in the global economic narrative. In the wake of the United States’ sharp tariff escalation – dubbed “Liberation Day” – investors are confronting the ripple effects of a protectionist revival.