The United States and the European Union have reached a trade deal that introduces a 15% blanket tariff on all EU goods imported into the US, along with additional EU commitments to purchase US energy and defense products. The agreement takes effect on Friday.

Publicado en otoño de 2024, el Think Tank " 2030, Investir Demain " fue creado por iniciativa de los medios de comunicación ID, L'Info Durable y L'Agefi, con la ambición de federar a los actores financieros en torno a los grandes desafíos de las finanzas sostenibles.

Flash PMIs for the US, euro zone, UK, and Japan will reveal July’s global economic momentum in manufacturing and services. These data points will influence central bank expectations and investor risk appetite across regions.

¿Es imparable la revolución de la Inteligencia Artificial (IA)? A la velocidad del rayo, la IA está reconfigurando las industrias, desbloqueando valor económico, impulsando un impacto medioambiental positivo, ayudando a abordar los retos sociales y, además, ofreciendo atractivas oportunidades de inversión.

As Lionel Richie put it in his 1980’s hit, “What is happening here? Something’s going on that’s not quite clear.”

After a sustained period of outperformance versus other regions, European equity markets have underperformed in recent weeks. This shift was marked by a notable rotation into US technology stocks during the month of June.

An irresistible momentum is shaping global markets, as investors face a paradox of rising risk perception alongside rallying assets. Economic data releases, trade tariffs and geopolitical signals remain noisy – yet financial markets continue to advance.

June proved to be a fraught month for market participants—marked not only by record-breaking heatwaves, but also by a barrage of geopolitical and macroeconomic developments that tested investor nerves.