Think Bank
Information about banking, financial news and the latest from MoraBanc
Volatility and opportunities: the impact of the tariffs and market rotation
...
#MoraBancExperts
20/03/2025
Read article
Inteligencia Artificial: Riesgos y Oportunidades
We are in the early stages of the AI timeline, with investments focused on building cloud infrastructure. What comes next? Looking ahead, AI is expected to expand into business, pr...
#MoraBancExperts
18/02/2025
Read article
Economic Overview: Market outlook 2025
Growth is expected to be below trend for an extended period, penalised by low productivity, high dependence on foreign trade and risks arising from possible US tariffs. Along with...
#MoraBancExperts
21/01/2025
Read article
Economic Outlook: Facing 2025
The economy has grown in consonance with its potential. Growth risks: The economy is growing at a moderate pace, but there is some uneasiness regarding the weakness of the Germa...
#MoraBancExperts
06/12/2024
Read article
Impact on the markets after Donald Trump's victory in the US Elections
These changes have a direct impact on fixed income markets. Trump's protectionist fiscal and trade policies could lead to higher inflation, especially in the short and medium term,...
#MoraBancExperts
12/11/2024
Read article
A summer with volatile markets
Europe: The economy grew in keeping with its potential in the first half of the year and it is expected to do so in the second half too. The risks are skewed to the downside. Consu...
#MoraBancExperts
15/10/2024
Read article
The summer of 2024, beset by volatile markets
Europe: Greater growth momentum can be observed. The real income of households will continue to receive support from the stable rise in nominal salaries and declining inflation. Me...
#MoraBancExperts
02/09/2024
Read article
First part of the year with divergent movements: the ECB lowers rates while the FED maintains them
...
#MoraBancExperts
18/07/2024
Read article
Perspectives de Mercat – Abril 2024
In the month of March the main indices closed positive, consolidating the profits at the turn of the year and highlighting the good performance of Europe: the Euro Stoxx rose ...
#MoraBancExperts
16/04/2024
Read article
Perspectives de Mercat – Març 2024
February closed with clear positive results in the main markets, particularly in the US market. The Nasdaq technology index showed the biggest gains, up 6.12%, while the ...
#MoraBancExperts
22/03/2024
Read article
Perspectives de Mercat – Gener 2024
Central banks almost ended their monetary policy of rate hikes. The Fed ended 2023 with a rate range of 5.25-5.5%. What surprised analysts the most was the forecast for next year’s...
#MoraBancExperts
16/01/2024
Read article
Perspectives de Mercat octubre 2023
October was undoubtedly impacted by the intensification of the armed conflict between Israel and Hamas, leading to an increase in the volatility of the markets and a nega...
#MoraBancExperts
06/11/2023
Read article
Perspectives de Mercat – Setembre 2023
The month of September has been marked by stock market corrections, both in Europe and the United States, and by the strong rise in fixed income interest rates. A tougher mess...
#MoraBancExperts
09/09/2023
Read article
Perspectives de Mercat juliol 2023
In June, markets performed very positively, with developed markets performing particularly well. In Europe, June returns ranged from 3.09% monthly for the German DAX index to 8.37%...
#MoraBancExperts
11/07/2023
Read article
Market perspectives
After quite volatile markets during the month of May, due to the release of weaker macroeconomic data and negotiations in the United States to raise the debt ceiling (which was fin...
#MoraBancExperts
07/06/2023
Read article
Perspectives de Mercat
Després que hi hagi hagut uns mercats força volàtils durant el mes de maig, centrats en la publicació d’unes dades macroeconòmiques més dèbils i en les negociacions als Estats Unit...
#MoraBancExperts
08/05/2023
Read article
Market Perspectives July
In June, markets performed very positively, with developed markets performing particularly well. In Europe, June returns ranged from 3.09% monthly for the German DAX index to 8.37%...
#MoraBancExperts
08/05/2023
Read article
Markets stabilise after stress in the financial sector
March was a month of high volatility due to uncertainties and fears of a potential banking and confidence crisis in the financial sector following the liquidation of several US reg...
#MoraBancExperts
14/04/2023
Read article
Market prospects and persistent inflation
For the markets, February was a period involving the consolidation of the levels achieved since the beginning of the year, although some corrections did occur. The month was charac...
#MoraBancExperts
06/03/2023
Read article
The first month of the year ends with widespread upturns
January closes with rises in almost all assets. Europe has excelled, with the Euro Stoxx 50 up almost 10% due to the easing of the energy crisis, temporarily forgotten as a result ...
#MoraBancExperts
04/02/2023
Read article
Economic outlook for 2023
Inflation remains the dominant global concern, despite the environment of complex geopolitical dynamics such as the military conflict in Ukraine and the territorial tension be...
#MoraBancExperts
10/01/2023
Read article