El peligro oculto tras las actas de la Fed y la volatilidad que viene a las bolsas. Luis Merino

The Hidden Danger Behind the Fed Minutes and the Coming Volatility for the Stock Markets. Luis Merino An analysis of the global financial markets situation by Luis Merino González, Head of Strategy and Macro Analysis at Santa Lucía Asset Management. We evaluate the macroeconomic impact of the conflict in the Strait of Hormuz, considered an unprecedented supply shock in recent history, and its direct effect on inflationary pressures and the slowdown in global economic growth. Luis Merino González breaks down the latest Federal Reserve minutes, the lack of transparency in Fed communication, and internal disagreements on interest rates and balance sheet reduction. We also analyze the best opportunities in the bond and short-term fixed-income market and address the million-dollar question: is there overvaluation and excessive concentration in the Artificial Intelligence (AI) sector? #Fed #AI #Technology #ArtificialIntelligence #Economy #Macroeconomics #Hormuz #MiddleEast #Bonds #Interview #Geopolitics #BusinessTV 🔞Disclaimer: All information, materials, and/or content included in this program is for informational and educational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Consult your own independent financial advisor before making any investment decisions. Business TV is not responsible for the opinions expressed in the video.