August Has Passed… and the Market Is Once Again Suffering From Excesses

La Mirada del Experto

Date:

Autor: Carlos Ruiz de Antequera

Nvidia has contributed 27% of the total returns achieved by the U.S. S&P 500 index so far this year, but its growth is slowing down

At a macro level, something similar is happening, no matter how much we want to celebrate Jerome Powell's comments at Jackson Hole

We find ourselves in the unusual situation of rising unemployment alongside a growing economy, because the imbalance is coming from the supply side of workers due to immigration

Investors don't like the economic platform of either Trump or Harris