Gonçalo AlmeidaEurozone economy ahead of ECBAnother week of earnings, another week on banking. On the earnings side, good news, especially for technological companies. On the banking…Apr 29, 2023Apr 29, 2023
Gonçalo AlmeidaIt feels like an eternity ago, but only last month we had the unwinding of one of the biggest…Some of these very same small/medium-sized financial institutions released their first-quarter earnings reports during the week, alongside…Apr 21, 2023Apr 21, 2023
Gonçalo AlmeidaW@C — March recap courtesy of OPEC+ : 03/04–07/04Did someone ask for a summary of all the themes that dominated the last 4 weeks in financial markets and were the core topics of the Week…Apr 7, 2023Apr 7, 2023
Gonçalo AlmeidaAND THEN CAME THE CALMNESSFinally, some time to breathe. After three weeks of absolute madness in financial markets, quietness has been restored. No banking…Mar 30, 2023Mar 30, 2023
Gonçalo AlmeidaMonetary mind gamesOne year ago, the Federal Reserve decided on its first interest rate increase to counter the surge in inflation that was already being…Mar 24, 2023Mar 24, 2023
Gonçalo AlmeidaThe rollercoaster of temporary (dis)inflationRemember the word “temporary”? Whether you closely follow economic news or not, you may recall that it was the main adjective used to…Mar 11, 2023Mar 11, 2023
Gonçalo AlmeidaParadigm shift on the ECBThursday’s meeting of the ECB’s government council was, apart from the US’ CPI report, the biggest event and market driver on this week in…Jun 11, 2022Jun 11, 2022
Gonçalo AlmeidaWhere is the Euro headed to?Since the beginning of the year, a lot has been going on in financial markets and the global economy. Inflation, central banks’ hiking…May 22, 2022May 22, 2022
Gonçalo AlmeidaLet’s call it hotflationThe last couple of weeks in financial markets were about nothing else thamtremendous market movements and intense discussions on inflation…May 13, 2022May 13, 2022
Gonçalo AlmeidaFX’s lens on the world economyThis week in financial markets was all about big moves in the FX market, with an all-around strengthening of the US Dollar, especially…Apr 30, 2022Apr 30, 2022