Think Bank

We are in the early stages of the AI timeline, with investments focused on building cloud infrastructure. What comes next? Looking ahead, AI is expected to expand into business, pr...

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Growth is expected to be below trend for an extended period, penalised by low productivity, high dependence on foreign trade and risks arising from possible US tariffs. Along with...

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The economy has grown in consonance with its potential. Growth risks: The economy is growing at a moderate pace, but there is some uneasiness regarding the weakness of the Germa...

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These changes have a direct impact on fixed income markets. Trump's protectionist fiscal and trade policies could lead to higher inflation, especially in the short and medium term,...

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Europe: The economy grew in keeping with its potential in the first half of the year and it is expected to do so in the second half too. The risks are skewed to the downside. Consu...

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Europe: Greater growth momentum can be observed. The real income of households will continue to receive support from the stable rise in nominal salaries and declining inflation. Me...

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In the month of March the main indices closed positive, consolidating the profits at the turn of the year and highlighting the good performance of Europe: the Euro Stoxx rose ...

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February closed with clear positive results in the main markets, particularly in the US market. The Nasdaq technology index showed the biggest gains, up 6.12%, while the ...

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Central banks almost ended their monetary policy of rate hikes. The Fed ended 2023 with a rate range of 5.25-5.5%. What surprised analysts the most was the forecast for next year’s...

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October was undoubtedly impacted by the intensification of the armed conflict between Israel and Hamas, leading to an increase in the volatility of the markets and a nega...

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The month of September has been marked by stock market corrections, both in Europe and the United States, and by the strong rise in fixed income interest rates. A tougher mess...

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In June, markets performed very positively, with developed markets performing particularly well. In Europe, June returns ranged from 3.09% monthly for the German DAX index to 8.37%...

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After quite volatile markets during the month of May, due to the release of weaker macroeconomic data and negotiations in the United States to raise the debt ceiling (which was fin...

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