The commercial tensions between the US and China and the signs of a slowdown in China will surely serve in 2019 to justify the return of volatility to markets and conceal an aspect which, for Intermoney, will again be really important at the beginning of 2019: the movements of sovereign funds.
BBVA has announced that it is creating a team of 2,000 data scientists to develop new digital products and services. It is only one of the many companies jumping on the Big Data waggon. But do these companies understand the dangers of Big Data analysis, and in particular the algorithms that underlie them?
We begin the year with a cheap PER at 12.2 times Ebitda profits. But everything will depend on whether the demanding estimations of forward BPA are met, according to experts at Alphavalue. Furthermore, the sectorial disasters in 2018 could be suitable opportunities for 2019.
2018 has been a turbulent year for the oil market. CaixabankResearch reflects on the recent trends in order to shed light on the key factors behind these sudden changes. This will help us to fine-tune the outlook for 2019.
On 3 Jan 2008, Satoshi Nakamoto set in motion his plan to create a new form of money that is independent of any government or bank. The evolution of bitcoin and blockchain over the last decade has been so remarkable that even Satoshi himself could not have imagined the impact of his work. Year 2018 has been a marathon year for cryptoassets, and despite current crypto bear market, Mati Greenspan, Senior Market Analyst at eToro believes it disguises some positive news for 2019.
Xu Xueming via Caixin | Private enterprises have recently faced liquidity problems, resulting from refinancing issues and the pledged-share crisis. For some of them, the reason lies in difficulties in their own operations. How do we solve the problems of private enterprises’ rising nonperforming loans, bond defaults and refinancing difficulties, and also manage the risk of forced sales of stocks pledged as collateral by controlling shareholders?
Miguel Navascués | Perhaps it will not be so serious, but stock markets are falling and trembling. What has happened? Is it the Armageddon expected for over a year? The Federal Reserve is withdrawing liquidity to quickly from the global system, as can be seen in the graph: 50 billion dollars a month in a heavily leveraged global system, too much, with excessive confidence in expectations that “this time it will be different”.
Shaun Riordan | I have been reading a whole series of market forecasts for 2019. While it is relieving that at last they include political or geopolitical factors, I was struck by those factors, which could have dramatic impact on companies or markets which were left out, or misinterpreted.
Alicia García-Herrero*| Without an expectation of a larger market for European exports in the absence of additional opening up by Chinese authorities, European exporters should not enjoy the ongoing China-US negotiations.