Της Ελευθερίας Κούρταλη Bullish δηλώνουν για τις αγορές οι αναλυτές των Barclays και JP Morgan, παρά τους κινδύνους. Συγκεκριμένα, η Barclays βλέπει τέσσερις λόγους για τους οποίους οι μετοχές θα κινηθούν ανοδικά και η JP Morgan πέντε, ενώ εκτιμούν πως η σύγκρουση δεν θα επεκταθεί στο υπόλοιπο του έτους και ο στασιμοπληθωρισμός δεν είναι το […]
Freedom Curtalis' chances of a large, wide-scale recovery in case of reopening the Straits of Hormuz have probably declined over time, analysts estimate, although some markets as well as some assets, have greater margins of rise than others. According to Capital Economics, one of these assets that can benefit [...]
By Nikos Kotsikopoulos The second largest asset of Greek banks after their loan portfolios is bonds. Banks increased these bonds and in 2025, and continued to increase them this year in the first quarter both Piraeus and Eurobank. In particular, in 2025 banks added EUR 10,6 billion [...]
German bank Berenberg recommends that investors direct 45% of their portfolios to gold, precious metals and bitcoin, 20% to commodities and 35% to shares, completely avoiding bonds. Strategic analysts, led by Jonathan Stubbs, argue that the environment of geopolitical instability, persistent inflation and high state debt favours this distribution. The bank estimates that a possible deal between Donald Trump and Shi Jinping within the next month could boost the stock markets, despite the six key risks it detects.
