Welcome to Market Strategy and Forecasts 2026: “Quo Vadis, Donald?” A space where we analyze without filters the new geopolitical dashboard and its real impact on the financial markets. With Ramón Alfonso, partner at Norz Patrimonia, and Jordi Martret, Investment Director of Norz Patrimonia, we will explore a world that seems to have changed course in a matter of days: unexpected captures, tensions between NATO countries and a possible new global order where Europe struggles not to be left behind. Is it all a negotiating strategy? Are we facing the famous TACO Trade or something much deeper? We will talk about the positioning for 2026, the shocks of the Trump administration, the midterm elections, the future of the Federal Reserve, gold, the dollar, Bitcoin, sovereign debt and the big question: AI bubble… or gold bubble? If you want to understand what’s coming before it happens, this is your webinar.
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