Remembrance Capital
Samuel Izquierdo PinaAnálisis macroeconómico diario, valoración de empresas y mercados financieros.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 141 | Subscribers | Read | initzia.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
No hubo sorpresas en la decisión, pero sí en el
La sesión dejó una sensación clara: los mercados ya no están cómodos con el escenario. Tanto en Estados Unidos como en Europa, la deuda volvió a sufrir ventas, especialmente en los tramos cortos, reflejando un ajuste en las expectativas de ...
Las curvas europeas sufrieron nuevas ventas
Comentario diario de mercados
El debate fiscal también vuelve a ganar peso
La geopolítica sigue marcando el ritmo, pero ya no basta con titulares para mover el mercado. Hace falta credibilidad. Y eso es precisamente lo que está faltando en el conflicto entre Estados Unidos e Irán, con el Estrecho de Ormuz converti...
Seguimos atrapados en la geopolítica
La sensación que deja el mercado estos días es bastante clara: seguimos atrapados en la geopolítica. No es que no haya otros factores, pero ahora mismo todo gira alrededor de lo que ocurre —o más bien, de lo que no ocurre— en Oriente Próxim...
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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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