Think Bank

April was marked by the announcement of the tariffs imposed by the United States on its trading partners and the impact they had on the stock markets. On 2 April 2025, US president...

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Global markets have fallen more than 10% in just two sessions after the announcement by U.S. President Donald Trump to impose historically high tariffs, determined arbitrarily by t...

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In a move that marks a radical shift in North American trade policy, Donald Trump announced on April 2 — coinciding with what he calls “Liberation Day” — a new global tariff offens...

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The uncertainty brought about by Trump’s policies, particularly the economic impact of the tariffs, has risen in recent weeks, leading to a rotation of the market away from the lar...

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The technology sector has been the main market driver in recent years, fuelled by advances in artificial intelligence (AI) and growing investor interest. The technology boom has be...

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We have just closed a very positive 2024 for global financial markets, driven by a combination of key factors, including the start of the interest rate cycle in the US and Europe,...

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A month in which the victory of Donald Trump in the US presidential elections impacted global financial markets has just come to an end. Robust movements were recorded in equities,...

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On 5 November, Donald Trump secured a comfortable victory in the US elections, gaining control of both the Senate and Congress (52 out of 100 seats, and 277 out of 538, respectivel...

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The month of September was marked by a change in monetary policy in the United States and by the announcement of an economic stimulus plan in China. Central banks took centre stage...

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August has been characterised by uncertainty regarding the future of monetary policy, the US macroeconomic data and equity market fluctuations. The major global stock markets have...

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The markets have been positive since the turn of the year. The Euro Stoxx 50 in mid-July accumulated more than 10%, after the main European indices closed in "correction"...

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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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The month of January started with uncertainty in the main markets, and as the month progressed, optimism prevailed in the financial markets, which allowed the main s...

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December was a month of consolidation in the main variable income markets, following the exceptional rises in November, thus ending a year of strong rises. The key dates in th...

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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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