Most coveredCrude oil 2 →Gold 2 →US interest rates / Federal Reserve policy rate 2 →
Gómez Bada sostiene que el repunte del petróleo por encima de los 95 dólares no se mantendrá en el tiempo: «esto no es sostenible a largo plazo».
El dólar continúa debilitándose.
Brito advierte que el precio del diésel está disparado y seguirá presionado al alza por la incertidumbre geopolítica.
RIBES: "If Warsh crushes inflation, it would be very negative for gold and bitcoin"
RIBES: "If Warsh crushes inflation, it would be very negative for gold and bitcoin"
GLOBAL VISION | Syria, the new Hormuz?, Putin and NATO do not agree, Waller vs. Warsh
GALÁN: "Dell could be willing to take a new leg upward"
GALÁN: "Dell could be willing to take a new leg upward"
GALÁN: "Dell could be willing to take a new leg upward"
Storm in Japan: Bessent demands controlling the yen and the economy without US help
BAYNAT: "It Would Be a Dangerous Signal if Nvidia Loses the 207 Zone"
BAYNAT: "It Would Be a Dangerous Signal if Nvidia Loses the 207 Zone"
BAYNAT: "It Would Be a Dangerous Signal if Nvidia Loses the 207 Zone"
A prolonged blockade of the Strait of Hormuz could keep oil prices elevated.
The 10-year Treasury yield climbs to 4.79% under extreme pressure in September.
ORTEGA: "The problem of a 40 trillion debt is not solved by buying a trillion dollars"
OIL GEOPOLITICS | Is Hormuz really closed? Analysis with Jaime Brito
OJEDA: "Germany cannot manufacture electric cars with the costs it has"
Las declaraciones de Warsh ('trabajo por hacer') refuerzan las expectativas de una posible subida de tipos en la reunión de septiembre
How High Can Gold Go? "Our Estimate for the Metal Is at Levels of 5,500 Dollars"
How High Can Gold Go? "Our Estimate for the Metal Is at Levels of 5,500 Dollars"
How High Can Gold Go? "Our Estimate for the Metal Is at Levels of 5,500 Dollars"
"The stock markets have run out of air and out of oxygen with these interest rates". Roberto Scholtes
Ortega señala que los futuros de los índices americanos apuntan a una corrección de la amplia divergencia entre el Nasdaq (debilidad relativa) y el S&P 500, implicando un cierre del diferencial a favor del Nasdaq.
CARRASCO: "The AI sector remains in full expansion until further notice"
What Will the Fed Do? "Kevin Warsh's Messages Sound More and More Like the Father Who Scolds and Doesn't Punish"
