The impact of Trump’s victory in the market
Analysis of the impact of Trump’s victory in the US elections is going to in the market (sectors, industries, assets,
Macroeconomy
This macroeconomic section is an integral part of our investment strategy. We place significant emphasis on macroeconomic factors in our decision-making process and believe that a deep analysis of current macroeconomic trends and how they affect the different industries is crucial to take any investment decision.
This section provides in-depth analysis and thoughts on the global economy, financial markets, and the effect over specific sectors, showing our readers our entire decision process before taking position in any company.
Recent Macroeconomy Publications
Macro trends Update 4Q24
Macro trends update 4Q24 edition focus on the US elections, the situation of the natural gas industry and the FED
Monthly Macro Summary – June
Monthly Macro Summary June where we analyse the most important macroeconomic events happened during June 2024
Monthly Macro Summary – May
Monthly Macro Summary May where we analyse the most important macroeconomic events happened during May 2024
Monthly Macro Summary April
Monthly Macro Summary April where we analyse the most important macroeconomic events happened during April 2024
US Regional Banks Crisis
Article explaining the US regional bank situation after the FED stops the BTFP which was helping regional banks sin March
Guide to the LNG market
The LNG industry explained: Main countries (exports & imports), a list of regasification and liquefaction assets, and all LNG Carriers…
The natural gas industry explained
Natural gas industry explained talks about the current situation of the natural gas market, the economics of the industry, basic
