Morning coffee

Dead weight - Spanish subtitles

After a few months with people stuck at home, did the crisis have a tangible effect on their weight and does it have an impact on the world of finance? In short, yes, but for more explanations, turn to John Plassard !

Morning coffee

Short Interests

What's happening on the front of short interests? John Plassard takes a moment to point some recent facts at us... There are some very interesting and unusual movements that we should be aware of. Grab a Morning Coffee, take a seat and watch him!

Morning coffee

Remesas

Con el mundo detenido hace unos meses, un aspecto muy específico y casi inadvertido de las finanzas personales se vio seriamente afectado: las remesas. John Plassard explica más en su Morning Coffee.

Weekly Macro Update

Monetary Policy

Gero Jung casts a light on macro economic data and central banks’ decisions in his Weekly Macro Update, a review of the focal insights from the economic and asset management spheres.

Morning coffee

American Elections - Spanish subtitles

One of the most gripping events in 2020 will be the US elections. A few weeks before that, John Plassard tries to decode the duel between Joe Biden and Donald Trump and presents a study that shines an interesting light on what's currently at stake.

US Technology - Spanish subtitles

US technology has been the star in markets over the last few months. Some details and perspectives from John Plassard in his Morning Coffee will give you a few pointers to better understand this sector.

House View

September 2020

Mirabaud House View is our monthly investment strategy. Brought to you by Gero Jung, Chief Economist, and his team. It covers macro analysis and our position concerning the major asset classes.

Bond moment

THE LONGER THE BETTER

For the first time, Abu Dhabi issued a 50-year maturity bond. Catherine Reichlin tells us more about it and gives us some hints to better understand in her weekly Bond Moment.

Morning coffee

Las relaciones EE.UU. / China

Las relaciones entre los EE.UU. y China son un indicador clave de la salud mundial, ya sea política o económica. John Plassard ha explorado los recientes desarrollos en su diálogo continuo y les trae algunos elementos para evaluar el nivel de interacción entre estos 2 gigantes.

Morning coffee

el sector automovilístico

El concepto global de movilidad ha cambiado en 2020, de forma permanente o no, el futuro lo dirá. ¿Cómo se adapta el sector automovilístico al nuevo paradigma? ¿Cuáles son las perspectivas de futuro del sector?

Morning coffee

El Turismo

Si hay un sector que ha sido duramente afectado, es el turismo. ¿Hay alguna novedad desde la última vez que John Plassard discutió ese tema? Aprenderán que podríamos ver un salto de toda la industria 20 años atrás en el pasado.

Morning coffee

El Precio del Petróleo

¿Cómo se está comportando el precio del petróleo en este momento? ¿Podría repetirse el episodio de la primavera pasada? John Plassard da algunas pistas en su Morning Coffee diario.

Morning coffee

La recuperación del mercado

¿Qué nos dice la historia sobre la recuperación del mercado? ¿Hay algún patrón de repetición? John Plassard ha investigado el tema para usted y le trae sus observaciones.

Bond moment

Return of the Fallen Angels

Back to the theme of "Fallen Angels", those companies downgraded by the rating agencies. Catherine Reichlin proposes an update of this category.

Morning coffee

La industria del videojuego

John Plassard habla de la guerra entre la industria del juego y la AppStore de Apple. ¿Cuáles son las razones y qué representan? Algunas cifras revelan lo que está en juego para las partes involucradas.

Morning coffee

La clase media estadounidense

El consumo representa el 72% del PIB de los Estados Unidos. La clase media es, por lo tanto, un elemento clave en la economía americana. ¿Cómo está haciendo frente esta clase a la situación actual? John Plassard aporta algunos hechos y datos para ayudar a entender su problema.

Morning coffee

Euro - Spanish subtitles

The exchange rate of the euro is so crucial that it can also affect companies' earnings and overshadow the benefits of the European aid plan. John Plassard focuses on the euro and why it's been considered a source of uncertainty.

Morning coffee

Abenomics - Spanish subtitles

Japan is having a hard time coming out of recession, and Abenomics doesn't appear to be the solution to lift the country out of stagnation. John Plassard addresses Japan's economic health in his Morning Coffee.

Morning coffee

False hopes - Spanish subtitles

Is a cure for the coronavirus also the lifeline so eagerly awaited by the global, and especially the American, economy? Nothing is less certain according to John Plassard, who made it the subject of his Morning Coffee today.

Bond moment

Facing the wall

The American high-yield market is back on positive ground in a historic way! But does this mean that all is well? Catherine Reichlin tells us more about this race forward.