What will the recovery be like? Winners and Losers Approach from external factors to the economy. In modern history we only find two occasions where a factor totally external to the economy has caused a great recession and in both cases it has been a great...
Miguel Ángel Temprano CEO and Chief Investment Officer of Orfeo Capital, gives us a brief analysis of how the pandemic has forced us to change the way we communicate with investors. We have gone from a face-to-face mode to an online mode, where it has...
Miguel Ángel Temprano intervenes in the news at 13:30 to analyze the American polls in presidential terms and the renewal of a third of the Senate. He also analyzes the situation of Telefónica at a critical moment where it is trying to free itself from...
Miguel Ángel Temprano intervenes in the Capital Radio news to analyze the potential measures to be taken by the ECB. It analyzes the situation of the Credit and Equity market and of the central banks as well as the intervention of the Quants. It also...
While awaiting the arrival of the long-awaited vaccine, the only contribution of confidence to carry out the reopening of the economy is to know the real immunity of the population. And this...
The arrival of a vaccine will be the real moment in which we can consider that the true economic reconstruction begins.
...Miguel Ángel Temprano, intervenes in the program of the radio station Intereconomía, directed by the journalist Susana Criado, where he is asked about the economic measures taken by Trump, by the reactions of the equity markets, mainly the American and especially to potential medical advances....
Many times we see that companies are sold or bought for very different numbers, and it is said that they are expensive or cheap. But how is the value of a company being sold calculated? For this, there have been several different currents of ideas...
Miguel Ángel Temprano take part in the Capital Radio news to analyze the rise in the markets against the bad corporate results, thanks to the positive news leaked from the University of Chicago as a result of the studies on Remdesivir and the study carried...
Webinar held on April 16, 2020 where a review of the macroeconomic situation of the moment is made and market expectations in the short and medium term are analyzed. This recording includes the turn of questions made by the attendees to whom it has been...