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Looking ahead to 2H25, both the macroeconomic and geopolitical backdrops look increasingly challenging. Market dynamics are far from offering a text-book defensive approach with a direct impact on rate curves.
The room for additional dovishness left for central banks, although still arguably existing, may be limited; and the upward adjustment in yields may not be completed yet (real rates drivers) in a context of strong issuance activity and lack of material risk-off episodes.
In this context, the range-bound dynamics for peripheral sovereigns remain intact with Italy comparatively better positioned.
Join us as we discuss what to expect for rates, sovereigns and central bank strategy in 2H25.
Join us for our upcoming webinar, where we will delve into the unique opportunities and challenges presented by today’s credit market.
Speaker: Agustín Martín Calmarza
Head of European Credit Strategy, BBVA Global Markets Strategy
Moderator: Sandra de las Cavadas
Head of Corporates Europe IG & HY DCM, BBVA
In this webinar we discuss the exponential growth of data centres, the need to significantly increase spending on digital infrastructure in the wake of the explosion in AI, and how this growth leads to concerns about sustainability.
Don’t miss the details of this talk!
Speakers:
Carlos López
Head of Equity and ESG Strategy, BBVA
Santiago Méndez
Equity & ESG Strategy, Global Markets Strategy, BBVA
Welcome to this unique opportunity to review the global perspectives for 2024 with our experts.
Bienvenido a esta oportunidad única para revisar las perspectivas globales del 2024 con nuestros expertos.
10:00AM EST (NYC)
3:00PM GMT (LDN)
4:00PM CET (Madrid).
The United States – Mexico Chamber of Commerce Northeast Chapter and BBVA organize this virtual panel where experts will examine the major challenges facing Mexico and anticipate what companies can expect in 2023.
Join our colleagues, ALEJANDRO CUADRADO and CARLOS SERRANO will provide their insights on the region.
A unique opportunity to discuss Peru’s political situation with a leading expert in an interview format session, modertated by Alejandro Cuadrado, Global Head of FX and LatAm Strategy for BBVA.