📊 2025: un año de normalización (por fin) en la economía global
2025 ha sido el año en el que la macroeconomía empezó a respirar de nuevo tras varios ejercicios de tensión constante.
🔹 La inflación siguió bajando
🔹 Los bancos centrales comenzaron a recortar tipos con cautela
🔹 El crecimiento fue moderado, pero se evitó una recesión global
🔹 Los mercados premiaron el riesgo, especialmente tecnología e IA
EE. UU. volvió a demostrar resiliencia, Europa avanzó con más dificultad y China siguió enfrentándose a retos estructurales. En paralelo, la renta fija recuperó atractivo y la renta variable se apoyó en expectativas de tipos más bajos y mejoras de productividad.
Más allá del ruido, 2025 dejó claro algo importante para los inversores:
👉 el foco vuelve a estar en fundamentos, disciplina y largo plazo, no solo en reaccionar a titulares.
La gran pregunta que queda abierta es si este nuevo equilibrio será duradero… o solo una pausa antes del próximo ciclo.... Show More Translate
I have just started copying your trades hope I have some good returns soon ... Show More
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Wed Feb 18 2026 08:17:37 GMT+0000 (Coordinated Universal Time)
