In the 20th century, the greatest achievers in American business built their empires on concrete, steel and physical assets.
Temporada de sólidos resultados para Europa… a pesar de los aranceles de Trump
Major European names such as Volkswagen, Adidas, Nokia, Mercedes-Benz and Stellantis have warned of the impact that US tariffs could have on their operations.
¿Por qué se equivocaron tanto los mercados con los aranceles?
At the beginning of the year, many experts sounded the alarm about the economy and the markets. They warned that if Donald Trump went ahead with his plans to increase tariffs
Por qué la dominancia fiscal significa que se deberían comprar acciones
Since 2022, the stock market has remained resilient in the face of significantly higher interest rates, persistent inflation and geopolitical escalation.
Los resultados bancarios muestran que Estados Unidos va bien
JPMorgan, Citigroup, Wells Fargo, and Bank of America, four giants that together account for around 40% of the US banking sector, have published their latest results. The message is clear: the US economy is doing well.
Por qué las perspectivas económicas siguen respaldando los activos de riesgo
It is easy to get carried away by alarmist headlines about debt, slow job growth, and political uncertainty.
¡El S&P 500 alcanza nuevos máximos históricos! Razones para ser optimistas
No hace falta ser economista para percibir que mucha gente sigue siendo pesimista y cautelosa sobre las perspectivas económicas. Pero, mientras tanto, índices bursátiles como el S&P 500 han alcanzado nuevos máximos históricos.
Por qué Occidente sigue siendo el mejor
The idea that the West, led by the United States, is in a phase of relative decline is common today.
El consumidor chino no es el problema
Since 2000, Chinese consumer spending has grown faster than anywhere else in the world, at a rate of over 8 per cent per annum, adjusted for inflation.
La Fed debería recortar las tasas
In December, the US Federal Reserve paused its much-anticipated cycle of interest rate cuts. Policymakers were waiting for clearer signals on inflation and employment before taking the next step.
