3Q26 Financial Markets Outlook: Huge tech spending, more trade tariffs and a war that is hard to end
Stock markets recovered in the second quarter, with the ceasefire of the war in Iran (which broke after a few...
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2Q26 Financial Markets Outlook: From the rotation of AI-related technologies to the correction of the war in Iran
The first quarter began with a rotation of AI-related technologies to other sectors, followed by the war in Iran, which...
1Q26 Financial Markets Outlook: The story of the last few quarters repeats itself with stock markets close to highs, leadership of big tech, and resumption of interest rate reductions by the Fed
The year ended stock markets near peak levels almost everywhere in the world, driven by big US tech companies, the...
Financial Markets Outlook 2026: S&P 500 price targets btw 7.100 e 8.000 (+5% a +15%), and US official interest rates circa 3,5%
2025 Overview Predictions for the S&P 500 JP Morgan: S&P 500 at 7.800 points, and stabilization of official US interest...
4Q25 Financial Markets Outlook: Stock markets near highs, big tech leadership, and resumption of interest rate cuts by the Fed
The third quarter ended at peak levels almost everywhere in the world, driven by big US technology, the positive AI...
3Q25 Financial Markets Outlook: Trump’s “big, beautiful bill” and the impacts on tariffs, inflation, interest rates and markets
The second quarter ends on a slight note, with a lot of volatility, to the sound of Trump's tariffs and...
Effects of Trump’s Trade Tariffs on Financial Investments Series: P1 – Framework
Financial markets were performing excellently until late February, when Trump began talking about his tariff plans Global economic growth forecasts...
Series Investments in the Artificial Intelligence Cycle: Part 2 – The main branches of AI
The types or levels of AI Key fields of AI The applications of AI Where we are and where we...
2Q25 Financial Markets Outlook: Zombieconomics, or the monumental cost of Trump’s astronomical reciprocal tariffs
Trump's recent imposition of abysmal reciprocal tariffs on the entire world brings the threat of recession in the US and...
Thematic Investments Series: Part 3. What are the main megatrends?
This is the fourth article in this series dedicated to thematic investing, i.e. the investment strategy that aims to identify...
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