Alberto Matellán, General Manager at La Financière Responsable, believes that although in principle the new White House policy could harm European exporter, it is still “difficult” to tell what their impact will be as the specifics are yet to be defined, meaning “it’s too early to start selling in these sectors,” including the automotive or steel industries.
The change in tune is becoming evident under Trump's leadership and his particular vision of the world.
During Trump's first month in office, there were many headlines that caused volatility in assets during the last weeks of January, but without any fundamental economic changes.
The trade disputes triggered by Trump’s initial actions, particularly his tariff threats, are putting pressure on the market. However, Alberto Matellán, General Manager of La Financière Responsable (LFR), MAPFRE’s asset management subsidiary in France, argues that the impact will be temporary and the market will stabilize within a new international economic framework.
Investors have been very attentive this week to the Fed and ECB meetings. Eduardo Castro, senior economist at MAPFRE Economics, take a hard look at the decisions made by both organizations.
Deepseek's launch has had a notable impact on the stock market, with Nvidia's shares dropping by 17%.
The stock market’s response to Donald Trump’s election victory has been anything but linear, reflecting a mix of euphoria, skepticism, and recalibrated expectations.
Macroeconomic aspects are once again capturing investor attention this week with the release of U.S. inflation data.
After a good 2024 in the markets, the question now is whether the party will continue in 2025 or if the inevitable hangover will set in.