Bulltick in the media

Fed, economic recession and perspectives for 2023

Conversamos con Kathryn Rooney Vera sobre la posible recesión y otros temas

Cómo comienzan los mercados y la economía en el 2023

Markets rise, bank stocks tumble as SVB chaos continues.

Situación del sistema financiero y del sistema bancario en Estados Unidos

Emergency Measures Silicon Valley Bank.

Visión sobre Silicon Valley Bank y la reacción en los mercados.

Recent rotation to recovery stocks is premature.

Defensive allocation. US Q4 GDP data shows economic resiliency.

Risk-free assets. Recession. FED target.

Summers questions if a soft landing is possible.

Recession is the next phase of the economic cycle. Rotate out of risk in this premature risk-on rally. Cautious about structurally long EM. USD coming off a strong appreciation trend.

Immaculate disinflation is great.

EM one of the top performers in 2023. Weak dollar favorable for EM.

Consensus earnings expectations for 2023 of 7% too optimistic. EM equities off to a strong start.