by agiraldez | Sep 3, 2025 | NEWSLETTER
Federal Reserve Chair Jerome Powell opened the door ever so slightly to lowering key interest rate in the coming months 12.8% PERFORMANCE OF THE CHINA A ONSHORE INDEX IN AUGUST Investment perspective Forecasts for real GDP growth in the second half of the year suggest...
by Ale | Aug 11, 2025 | NEWSLETTER
The US Federal Reserve held interest rates steady; speculation persisted regarding potential rate cuts in the fall. 5.8% PERFORMANCE OF THE MAGNIFICENT SEVEN INDEX IN JULY Investment perspective Last month was characterised by fragile global economic resilience,...
by Ale | Jun 2, 2025 | NEWSLETTER
The US Congress has passed a tax bill that will boost the budget deficit. 7.2% PERFORMANCE OF THE EUROPEAN MID-CAP INDEX IN MAY Investment perspective Geopolitical and economic factors persisted in May, most notably the ongoing impact of punitive tariffs introduced by...
by Ale | May 2, 2025 | NEWSLETTER
The IMF has cut its growth forecast for global economic growth this year to 2.8%, compared with 3.3% in January 25.3% PERFORMANCE OF GOLD SINCE THE BEGINNING OF THE YEAR Investment perspective April will be remembered as the month of tit-for-tat tariffs, with the...
by Ale | Apr 2, 2025 | NEWSLETTER
The Swiss National Bank cuts its key interest rate by 25 basis points to 0.25 per cent in March 11.4% PERFORMANCE OF COPPER Investment perspective We have an almost unanimous consensus that recent soft data, such as surveys, are pointing to a likely deterioration in...
by Ale | Mar 7, 2025 | NEWSLETTER
The ECB cuts interest rates to 2.5% as inflation in Europe is under control -8.7% PERFORMANCE OF THE MAGNIFICENT SEVEN Investment perspective The outstanding feature of the beginning of this year has undoubtedly been the remarkable performance of European equities...
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