Publications

Donald Trump claims to want a "competitive" dollar (i.e., weaker), while insisting on preserving its strength and international hegemony. Added to this is his disregard for monetary independence, which causes mistrust, plus his embrace of stablecoins, which compete with the eurodollar market.

The outlook for the global economy in the second half of the year is proving more positive than expected around April, when the protectionist shock from the US economy materialized.

In this publication you will find, on a weekly basis, our selection of the most relevant news regarding financial regulation.

Europe has managed to secure its gas supply one winter after another following Russia’s invasion of Ukraine, and the market has taken note. But that doesn’t mean things are back to normal.

In this publication you will find, on a weekly basis, our selection of the most relevant news regarding financial regulation.

After the fastest monetary tightening cycle in decades (2022-2023), the main central banks have begun a process of lowering interest rates, with the “last mile” characterized by a cautious approach.

Private consumption is set to grow by 3.3% in 2025, two-tenths higher than in 2024, and by 2.5% in 2026, driven by expected increases in household disposable income and wealth. Durable goods and services will continue to lead the expansion in spending.