Think Bank

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...

Read article

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...

Read article

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,...

Read article

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...

Read article

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...

Read article

...

Read article

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 ...

Read article

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 ...

Read article

...

Read article

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...

Read article

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...

Read article

...

Read article

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...

Read article

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%...

Read article

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...

Read article

Després que hi hagi hagut uns mercats força volàtils durant el mes de maig, centrats en la publicació d’unes dades macroeconòmiques més dèbils i en les negociacions als Estats Unit...

Read article