Remembrance Capital
Samuel Izquierdo PinaAnálisis macroeconómico diario, valoración de empresas y mercados financieros.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 76 | Subscribers | Read | initzia.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Nvidia calma al mercado, pero la prudencia sigue intacta
El mercado amaneció hoy con una sensación curiosa: menos nervios que hace unos días, pero todavía sin atreverse a cantar victoria. Y buena parte de esa calma relativa tiene nombre propio: Nvidia.
El mercado espera a Nvidia mientras digiere el discurso de Trump
Europa abre en verde, siguiendo el rebote tecnológico de Wall Street, y todo gira alrededor de una cita concreta: los resultados de Nvidia. Es uno de esos días en los que el mercado parece contener la respiración. La inteligencia artificial...
Volatilidad con origen en Washington
Hay días en los que el mercado se mueve por los datos, y otros —como este— en los que se mueve por titulares. Y ahora mismo, el ruido sigue siendo sobre todo de la política comercial de Estados Unidos.
El Supremo agita los aranceles y le complica el trabajo a la Fed
La semana arranca con uno de esos giros que nos recuerdan que, en mercados, la política nunca está del todo descontada.
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Authors
The writers behind this newsletter.
Director de banca privada en Arquia Banca de las oficinas de Valencia y Palma
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