Análisis macroeconómico diario, valoración de empresas y mercados financieros.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 259 | Founded | 6 years ago | Last Issue | 4 days ago |
| Active | Language |  Spanish | |||
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Resultados que dan Nvidia
Los mercados afrontan la sesión con un tono más constructivo después de que Nvidia haya vuelto a superar las expectativas, reforzando la fortaleza del ciclo de inversión en inteligencia artificial. Al mismo tiempo, la posible reapertura del...
Un mercado con valoraciones muy exigentes
La relajación de la tensión en Oriente Medio ha permitido que el petróleo corrija con fuerza y que los tipos largos estadounidenses recuperen algo de oxígeno, pero el verdadero examen llega hoy con dos referencias capaces de mover de nuevo...
"Día D" del bloqueo económico
La atención sigue concentrada en tres frentes: las nuevas medidas de Estados Unidos contra Irán, los resultados de Nvidia y Salesforce y la evolución de la deuda estadounidense. Todo ello, además, a las puertas de Jackson Hole, donde el dis...
La intervención del Tesoro sobre la curva de tipos
Las bolsas europeas comienzan la semana sin una tendencia definida, en un entorno en el que el mercado sigue intentando equilibrar tres fuerzas que apuntan en direcciones diferentes: el riesgo geopolítico y su impacto sobre la inflación, la...
Análisis fundamental de Siemens
Análisis de empresas
Siemens es uno de los grandes grupos tecnológicos e industriales de Alemania y cuenta con una presencia global muy diversificada. La compañía desarrolla soluciones para sectores tan distintos como la industria, las inf...
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Authors
The writers behind this newsletter.
Gestor de banca privada. Profesor de análisis macroeconómico y valoración de empresas
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