In just two days, still without recovering from New Year’s Eve, we woke up with the capture of Nicolás Maduro and at this moment we find ourselves with a NATO country claiming and demanding another territory from another NATO member country. Is a new three-way world order confirmed where Europe has nothing to say? Is it just TACO Trade? Is it just a trading strategy…or not?
We will talk about our positioning for the financial markets in 2026 where we will see many coups de theater from the Trump administration, the elections midterm of November put pressure on his government since, if he loses them, the second half of his term could be difficult if he loses control of the house and senate. The renewal of the presidency of the FED could lead to its loss of independence; Will Europe, finally, be able to execute the ambitious investment plans announced so necessary to not be left behind? How will the financial markets absorb all this news in a world in full swing? Is there still a way to go for Gold? Is this the end of the dollar as we know it? Bitcoin and Cryptocurrencies? Could we see a sovereign debt crisis? Is AI a bubble? Maybe the bubble is forming in Gold?
