Market Commentary :
November 28, 2023
"Never chase a stock, be patient, the next opportunity is sure to come" Andre Kostolany The markets at a glance. Yesterday, the stock markets followed the script they have been following in recent days: low volatility and movements in a narrow price range. [...]
Market Commentary |
November 21, 2023
"People underestimate the importance of a few simple ideas. Simple ideas really work" Charlie Munger Markets at a glance. Yesterday was a day of consolidation in most European markets, after several days of steady gains. The session started off on a good note in fixed income, where the markets picked up [...]
Market Commentary :
November 14, 2023
"If investing is entertaining, if you're having fun, you're probably not making money. Good investments are boring" Warren Buffett Markets at a glance. We started this week with the positive news from credit rating agency Fitch confirming the stable outlook for Italian long-term debt at BBB, which [...]
Market Commentary |
31 October 2023
"Staying in the market is better than trying to get the market timing right" Ken Fisher Markets at a glance. The fact that Israel is taking its ground intervention on Gaza in phases and has not, for the moment, led to an extension of the conflict in the area, elicited a timid "risk on" yesterday and that [...]
Market Commentary :
October 24, 2023
"What we learn from history is that people don't learn from history" Warren Buffet Markets at a glance. Bond yields continue to drive the performance of the stock markets. Yesterday, in a day of high volatility in which the US T-Note reached over 5% (today it is [...]
Market Commentary :
17 October 2023
"Time is the friend of good business" Warren Buffet Markets at a glance. Yesterday was a day of back and forth on the European stock market (Wall Street opened strongly and remained so throughout the session) that ended with the main indexes in positive territory. And this despite the rally of [...]
Market Commentary :
10 October 2023
"Successful investments consist in knowing how to manage risk, not avoid it" Benjamin Franklin Markets at a glance. As if there were already few uncertainties in the market, the Hamas terrorist attacks in Israel, the expected forceful response from the latter (Israel's Minister of Defense has already commented on [...]
Market Commentary |
3 October 2023
"People who cannot control their emotions are not fit to make profits through investment" Benjamin Franklin Markets at a glance. We continue to see depressed markets, both in equities and fixed income, marked by several factors: 1.- Western economies that are showing greater strength than expected (growth rate of the US dollar), [...] 2.
Market Commentary |
26 September 2023
"Change is the only constant in life. The ability to adapt to these changes will determine your success in life" Benjamin Franklin Markets at a glance. The statements made a few days ago by both the Fed and the ECB in which they made it clear that they will keep interest rates at high levels [...]
Market Commentary |
19 September 2023
"Bets should not be big enough to go broke, but big enough to make a difference" Bill Gross Markets at a glance. The recent stock market cuts and bond yield hikes (price declines) in fixed income highlight the idea, increasingly [...]
