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Analysts expect a contraction in banking margins in the coming months, due to macro weakness and the situation with rates. However, Alberto Matellán, chief economist at MAPFRE Inversión, explains how banks have the ability to minimize the impact of this.

The market's expectations for lower interest rates are "excessively" optimistic, according to MAPFRE Gestión Patrimonial in its monthly report for January, where it explains that these expectations are not justified from the point of view of inflation and growth.

Japan is becoming increasingly attractive to investors, thanks to its productive investment, exchange rate, monetary policy and inflation trend, which makes it stand out from other Asian markets, such as China, where investors have received the growth data negatively.

The market's expectations for lower interest rates are "excessively" optimistic, according to MAPFRE Gestión Patrimonial in its monthly report for January, where it explains that these expectations are not justified from the point of view of inflation and growth.

The first week of the year has been accompanied by caution in the markets after the bullish rally at the end of 2023, with falls in both fixed income and equities, but investors have reasons for optimism, given the expectation of a drop in rates.

Following a particularly complicated 2022 for all asset classes, marked by inflation, monetary tightening and economic weakening, this year will end very strongly on the markets, and everything suggests that this optimism will carry over into 2024.