August 10, 2026

Daily commentary

The session was dominated by the verbal escalation between Trump and Iran over the Strait of Hormuz. Trump demanded compensation for victims of improvised explosive device attacks and extended the claim to include damage in Lebanon, Syria, Yemen, and Gaza, dampening expectations of a quick agreement to reopen the waterway...
August 7, 2026

Daily commentary

The week wraps up with the U.S. nonfarm payroll report taking center stage, showing that payrolls fell by 23,000 in July compared to the 80,000 the market had expected, following a combined downward revision of 103,000 jobs in May and June. The unemployment rate fell to 4.1%, though this was due to a lower labor force participation rate, and the...
August 4, 2026

Monthly Report August 2026

August was marked by escalating geopolitical tensions in the Middle East, greater uncertainty surrounding the Federal Reserve’s upcoming decisions, and a renewed appetite for the technology sector. Despite the rise in inflation expectations and pressure on the long end of the yield curve...
August 3, 2026

Market Flash

Dissent Within the Fed Stock indices fell and yields on medium- and long-term Treasury bonds spiked following the Fed’s meeting and the press conference held by its chairman, Kevin Warsh. Although the Fed kept its rate unchanged at the current range of 3.50%–3.75%, three members voted...
July 27, 2026

Daily commentary

This escalation of tensions between the U.S. and Iran led to a nearly 9% plunge in crude oil prices, with WTI closing at $81.94 and Brent at $87.81, triggering a bull flattening of global interest rates, with long-term yields falling more than short-term yields, compressing the yield curve’s slope, with declines of up to 4 bps in Europe and 3 bps at the long end of the...
July 27, 2026

Market Flash

Oil and Yields Are Pushing Prices Higher A new escalation in the conflict between the U.S. and Iran once again drove up crude oil prices: WTI briefly surpassed $92 during the week, returning to the highs seen in early June and reversing much of the gains made following the April ceasefire and the June MoU...
July 25, 2026

AV Wealth Management

We offer investment advice to high net worth clients through the structuring of predetermined investment portfolios. AV Management's business model consists of managing the assets under custody in the client's account through a limited management power that allows us to exclusively invest the assets according to the risk profile previously selected by the client. We have long-standing strategic alliances with some of the most important financial institutions in the world, such as: UBS Switzerland, JP Morgan, Charles Schwab, Santander Switzerland, Stonex, Interactive Brokers, Swissquote, Bank Von Roll, Mercantil Private Banking, for the opening of investment accounts for our clients. This variety of custodians allows us to offer the platform that best suits the client's wealth and geographic needs.
July 24, 2026

AV Hedge Fund

Hedge Fund established in 1999 with the goal of delivering attractive returns with low volatility and minimal correlation to traditional markets. The investment strategy focuses on allocating most of the assets under management to the most talented, established, and robust hedge fund managers—many of whom are closed to new investors or have high minimum investment thresholds.
July 21, 2026

Daily commentary

A positive session for global equities amid a sharp rally in semiconductors and memory companies, leading to a 1.3% gain in the Nasdaq and a 0.9% gain in the S&P 500, following gains in Asia and, to a lesser extent, in Europe. In commodities, crude oil continues to rise, closing 2% above the price...