Economic outlook for 2020: improved trade, high liquidity and low risk of recession
In a recent conference organized by the ASEAFI financial advisory board in Madrid, Arcano Partners’ economist, Leopoldo Torralba, explained his vision of the economy for the year 2020. A year that a priori appears better than the previous one, with less geopolitical uncertainties and glimpses of recovery in the European and emerging economies, and with […]
A Calm, then Acceleration or Pause before Stagnation?
As has become normal in recent months, interpreting macro data is quite challenging. To follow the abundant amounts of data every day and develop a macro thesis is like building a jigsaw puzzle that is continuously changing its shapes. If this is normally already difficult, in the last few months this has become especially complex, […]