El peligro oculto que el mercado ignora y por qué la IA mantendrá el crecimiento hasta 2027. Chapman

The Hidden Danger the Market Ignores and Why AI Will Sustain Growth Through 2027. Chapman A detailed analysis of the current state of global financial markets by Glenn Chapman, Head of Equity and Credit Strategy at Banco Sabadell. In this interview, we assess inflation expectations, economic growth, and equity and fixed-income movements for the second half of 2026 and projections for 2027. Chapman analyzes the real impact of artificial intelligence on technology stock prices, the more than $5 trillion spent on hardware and semiconductors, and the renewed appeal of the defense sector in Europe. He also warns about areas of geopolitical uncertainty, noting that the market is undervaluing risks in the Strait of Hormuz, which could lead to profit-taking and corrections during the summer. Finally, he addresses the digitalization of the retail investor and the launch of the new Sabadell Broker. #market #economy #AI #investment #technology #growth #Europe #Hormuz #financialmarkets #defense #Sabadell #interview #geopolitics #BusinessTV 🔞Disclaimer: All information, material, 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.