The ECB is preparing to take a historic step: eurozone interest rates are expected to fall before the Fed's, which is reluctant to announce a cut given the strength of the US economy. But is the ECB's move justified?
Results for: Markets research
“We probably won't see any rate cuts in the US this year”
The US economy continues to show great strength, with a growth forecast for this year of around 2.4%, expected inflation of close to 3% and full employment. With these numbers, the prospect of rate cuts are receding further into the background of the Fed's road map.
Escalation in the Middle East: how will it affect the economy?
The Israeli attack on the Iranian consulate in Damascus (Syria) on April 1 and Iran's response 12 days later have caused an increase in tensions in the Middle East, where the situation was already particularly complicated following Hamas’ October 7 attack on Israel and the resulting impact on the Palestinian population.
Stock markets continue their rally despite dampened expectations of rate cuts
Global stock markets continue to rise, despite the dampening of expectations as far as rate cuts go, which have shrank from six cuts to only three in the United States and two in the case of the eurozone. MAPFRE Asset Management analyzes the macro situation in its monthly report.
Diversification and active management, essential in the current market environment
With stock market indexes at record highs and a elevated concentration in some of them, it is esential to take precautions, including diversification and active management, as advocated by MGP in its monthly report.
“Lowering rates doesn’t seem compatible with the current state of the economy”
The ECB decided to keep the three official interest rates unchanged for the fourth consecutive time, and reinforced the message that the debate on lowering rates remains premature.
European stock markets, and particularly the Spanish one, may still have "more to give”
The upturn in inflation in the United States has attracted investors' attention, but that hasn't slowed down the European Stock Exchanges, explains Alberto Matellán, chief economist at MAPFRE Inversión.
Japan: an increasingly attractive market for investors
On February 22, the Nikkei 225, the main indicator of the Japanese stock market, finally closed at a new all-time high, above the December 1989 record.
“The more imperfect the market, the better active management works, in emerging markets as well”
The complexity of emerging markets makes active management the best strategy for investing in this area, which performed poorly in 2023 due to China, but shows promise for the coming years.