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.

Inflation will be a central focus for global investors, with key reports expected from the US, UK, Canada, and Japan. US inflation data is expected to show an acceleration in June.

Explore cómo el mercado de deuda privada está adoptando la ASG como palanca estratégica para el control del riesgo y la creación de valor.