“Truco o Trato”

Neither the French debt crisis, nor oil; nor interest rates; nor inflation; and the stock market marks historical highs, to its own. We already discussed last month the reason behind this behavior, but it is important to remember it. The corporate earnings cycle remains strong and most importantly, the market expects it to remain strong, …

Podcast: Week almost at maximum

Podcast: at maximums and with the FED minutes

Jordi Martret, Investment Director at Norz Patrimonia, says that the markets are still at highs, despite the volatility, that we have been able to read the FED minutes, that the business results season is approaching, and how the ups and downs of geopolitics are affecting the economy. Google Podcasts Spotify RSS Feed Share Link Embed …

US GDP revised upwards in second quarter

US GDP revised upwards in second quarter

The U.S. economy grew at a faster pace than previously estimated during the second quarter, as strong consumer spending and private investment led to an unexpected but significant upward revision to real GDP growth. In its third and final estimate, the US Bureau of Economic Analysis (BEA) reported that real GDP had increased at an …

The stock market continues to do its thing

Investment

The stock market continues to do its thing

The market has behaved, once again, celebrating the published results, neither Trump nor geopolitics have been able to with a strength of results that surprise everyone and everyone. There are two main reasons, first that many companies have shown significant increases in their margins and second that the strong investment …

El oro: el refugio financiero en tiempos de incertidumbre

Investment

What future awaits gold?

Gold has surprised the markets again. After chaining months of sharp falls from the all-time high it set in January 2026, the metal rallied strongly in August: it rose almost 10% in the month and briefly surpassed USD 4,700 per ounce. Behind this turn there are several known factors – …