Portugal, a destination that holds new prospects

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What to Expect from the "Chip War"

How is the chip war between the U.S. and China impacting you and your global business operations? Semiconductors are not simply a “tech” issue: “chips” are increasingly embedded in every aspect of our lives and represent 15% of global trade. Thus, navigating the geopolitical landscape is vital, as tensions between the two nations could result in tariffs, export controls, or sanctions, and spill over into greater global economic challenges. Armed with this knowledge, business leaders can make informed decisions to mitigate risks and identify new opportunities in a volatile market.

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The Week in Five Minutes (11-Jul)

Ignacio de la Torre unpacks the week's main macroeconomic takeaways to offer you a full overview of how the economy, the markets and the healthcare environment are likely to evolve over the next seven days. The video is accompanied by a one-page slide showing our updated macroeconomic stance on the key global macroeconomic variables for the coming years: growth, inflation and short and long-term interest rates in the US, Europe, China and Spain.

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The Inflating Portuguese Housing Market

The problem of being an economist or a financial analyst is that sometimes we seem bipolar: a double-digit growth rate is both reason for celebration and for alarm. That has been especially true when talking about housing markets since 2008. A booming market tells us that the economy is prosperous while it brings back memories of the bubble that triggered the greatest recession in a century. You know what Portugal right now has in common with Japan in 1991; the United States in 2006 and Spain in 2007? They were all times that followed eight years of incredible increases in housing valuations. In Japan, Spain and the United States, house prices peaked that same year and followed a real estate crisis