January 2017 Notes

Published 09/01/2017

Find out the thoughts of our Chief Economist, Àlex Fusté, on the latest financial news in themonth of January.

Fx view. Lower EUR, GBP, MXN vs USD. Higher CHF (27/01/2017)

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Mexican-US conflict. Not so fast. This is not going to be that easy (27/01/2017)

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Impending trade war? Implications [Spanish] (24/01/2017)

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The Fed? Inflation expectations? What really matters again is oil price (20/01/2017)

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South of the Rio Bravo [Spanish] (19/01/2017)

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Just for rules-based investors (18/17/2017)

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Admittedly a very contrarian idea, but based on four intuitive premises (16/01/2017)

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Bad omens for oil lovers (11/01/2017)

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Looking at Europe and not through Europe [Spanish] (10/01/2017)

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The most important thing in life are the signs, not the data (09/01/2017)

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