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August 7, 2025
Published by techdev on August 7, 2025
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Daily commentary

Positive session for both Asian and European equities, while in the US "value" continues to lag as the Dow fell but the Nasdaq ended in green, boosted by Apple. In rates, the treasury curve closed flat and in Europe there were slight declines, except in the UK where there was a 2bps rise. In commodities, crude oil...
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August 6, 2025
Published by techdev on August 6, 2025
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Daily commentary

Technology continues to lead U.S. equities, with the Nasdaq up 1.2% amid talks of a Trump meeting with Putin and Zelenskiy next week. In fixed income, we saw a bear steepener in the treasury curve, with short bonds rising slightly and long bonds falling, driving the spread...
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August 5, 2025
Published by techdev on August 5, 2025
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Monthly Report August 2025

August closed with new records in the US stock markets and an increasingly favorable environment for rate cuts in September. For the fourth consecutive month, the main indexes accumulated gains: the S&P 500 reached record highs and ended close to 6,500 points (+2.03% in the month), driven by expectations of monetary easing. The Dow Jones advanced +3.42% and the Nasdaq Composite +1.65%. Smaller cap companies also stood out: the Russell 2000 rebounded +7.00%, narrowing the gap against large caps.
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August 5, 2025
Published by techdev on August 5, 2025
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Market Flash

During the week, U.S. Treasury yields retreated, amid the most intense week of the 2Q earnings season, with about 40% of S&P 500 companies reporting their figures. of the 2Q earnings season, with about 40% of S&P 500 companies reporting their figures. At At the same time, global trade tensions persisted, affecting market sentiment...
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August 5, 2025
Published by techdev on August 5, 2025
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Daily commentary

Asian equities rose along with European equities, while US equities gave back some of yesterday's gains in a day with no relevant news or data. Fixed income had no major movement either, seeing a slight bear flattener in the treasury curve, where short bonds fell (+4bps yields) and long bonds remained flat...
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August 4, 2025
Published by techdev on August 4, 2025
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Daily commentary

Positive start to the week for equities globally, with U.S. equities rebounding up to 2% after Friday's declines; in fixed income, European sovereigns were in significant demand, with yields falling 5-7bps, while U.S. long bonds fell up to 3bps...
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August 1, 2025
Published by techdev on August 1, 2025
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Daily commentary

A disappointing jobs report, and more importantly, revisions of over 260,000 jobs from the initial data between May and June led to a very aggressive rally in treasuries, marking an accentuated bull steepener in which short bonds saw yields fall by as much as 27bps and long bonds by 10bps, on the expectation of an imminent first cut in September of 25bps and now 150bps plus between...
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July 31, 2025
Published by techdev on July 31, 2025
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Daily commentary

Volatile day, which started with technology markedly up on positive reports from Microsoft and Meta, which gradually faded against the rest of the heavy market, closing down value and flat on the Nasdaq after falls in Asia and Europe. Treasuries also started the day up following advances in bonds...
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July 30, 2025
Published by techdev on July 30, 2025
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Daily commentary

The Fed kept rates unchanged as expected at 4.25-4.5%, but Powell at a press conference gave indications that he expects them to remain the same for the foreseeable future, despite the fact that the rate vote had two governors voting for cuts, the first time since the 1990s that there have been two dissenters....
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