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Stock markets skids, the subsequent panic and the downwards spiral,ready for sentence?

World economy 3rd January 2019

Stock Markets Skids, The Subsequent Panic And The Downwards Spiral, Ready For Sentence?

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”.

 

 

Stock markets skids, the subsequent panic and the downwards spiral,ready for sentence?

World economy 18th October 2018

European Vs US Stock Markets Or The European Banks Against The US Technology Firms

Ofelia Marín- Lozano | In recent years, one of the most repeated commentaries when recommending investing in European stock markets tends to be: Why should invest in Europe when the US stock markets outperform year after year? In 22 years of history which coincide with the birth of the Euro Stoxx 50, for the first fourteen years the two markets moved almost in parallel. Only since 2011 can a clearly superior and sustained performance by the S&P 500 be observed.

Spain ranks fourth in dividend yield in Europe

Markets 22nd March 2018

Dividends Are High And Increasing; Biggest Yields Found In The Insurance And Oil Sectors

One of the most objective measures for judging whether the stock market is expensive or cheap is the dividend yield. At the moment, the main global stock markets offer real returns which are superior to those of long-term sovereign bonds. For example, 34 of the 40 biggest French firms, those which make up the CAC40, have increased dividends over the last year.

US corporate debt could be underestimated

Markets 25th January 2018

Stock Markets Are Not The Same As They Were A Century Ago

Comparing the average PER of a current stock market index with what it was historically is a simplistic approximation and can lead to wrong conclusions. In fact, we should take into account the differences in ROE. In the big stock market indices (S&P 500 in the US, Euro Stoxx 50 in the Eurozone) companies with a greater ROE have been gaining more weight.

Madrid stock market

Markets 4th January 2018

Spain stock market trades €651.466 million in equities in 2017

Bolsas y Mercados (BME) has published a report giving details of stock market trading activity in December, as well as a figure for 2017 as a whole. Some €651.466 million were traded in equities during last year, in line with the amount negotiated in 2016.

Arrimadas

Spanish Politics 22nd December 2017

Catalonia: A Constitutional Party Wins For The First Time, But Separatists Maintain Absolute Majority

Ciudadanos (37 seats) was the party which won the most votes in Catalonia but will not be able to form a government. The independent block still has control of the Parlament with 70 seats versus the 57 won by the constitutionalists and the 68 needed for an absolute majority. Ciudadanos’ victory is significant, a difficult milestone to achieve given the current electoral law.  But the secessionists were able to hold on to their absolute majority in the regional parliament.

 

Both Spain and Portugal are just at the start of their economic cycle

In Europe 18th December 2017

The Iberian Connection: The Push of Portugal and Spain

Fitch has been the last agency to raise its rating on Portugal to investment grade last Friday. The previous increase from S&P in September already showed signs of the sick person being in very good health. Neighbouring Spain should also see an improvement in its credit quality and be included in the A tranche, at least by S&P and Fitch.

Facebook 's leak of users

World economy 18th November 2017

Asian Markets: It Is All About Tencent In China

Asia has been the best performing region globally this year because of China being the best performing market and tech being the best performing sector. In Hong Kong in particular the impact of Tencent has been extra-ordinary as the largest stock in the market with a current weighting of almost 12%.