Analyses
Specialised information directed at those who want to keep informed about investment trends, with the recommendations of the Banco Carregosa team.


Quarterly Outlook | Summer Outlook
3rd Quarter 2026
The second quarter brought real, but only partial, relief: the geopolitical escalation in the Middle East gradually subsided, oil and gold prices corrected sharply, and the markets rebounded strongly. This relief coincided, however, with a hawkish shift by central banks, which has brought interest rates back into the spotlight. We view this landscape with the perspective of those who manage investments for the medium and long term—attentive to what each day brings, but seeking to distinguish genuine trend signals from the noise and fads that sweep through the markets.
Summer 2026 Outlook Videos

Why Invest | Banco Carregosa
"Global Financial Markets Perspectives", Mário Carvalho Fernandes, Chief Investment Officer at Banco Carregosa

Why Invest | Banco Carregosa
"Macroeconomic Outlook", Paulo Monteiro Rosa, Senior Economist at Banco Carregosa

Why Invest | Banco Carregosa
"Prospects for Bond Markets", Filipe Silva, Investment Director of Banco Carregosa

Why Invest | Banco Carregosa
"Perspectives Shareholder Markets", Pedro Baldaia, Head of Equities at Banco Carregosa
Quarterly Outlook 2026
Annual Outlook 2025
Quarterly Outlook 2025
Quarterly Outlook 2024
Annual Outlook 2024
Quarterly Outlook 2023
Quarterly Outlook 2022
Quarterly Outlook 2021
Quarterly Outlook 2020
Outlook Summer 2026
Outlook Spring 2026
Outlook Winter 2026
Outlook Autumn 2025
Watch the videos:
Perspetivas Globais Mercados Financeiros | Outlook Outono 2025
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Macroeconómicas | Outlook Outono 2025
Paulo Monteiro Rosa, Economista Sénior do Banco Carregosa
Perspetivas Mercados Obrigacionistas | Outlook Outono 2025
Filipe Silva, Diretor de Investimentos do Banco Carregosa
Perspetivas Mercados Acionistas | Outlook Outono 2025
Pedro Baldaia, Head of Equities do Banco Carregosa
Perspetivas Investimentos Alternativos | Outlook Outono 2025
Miguel Ricon Ferraz, Analista Financeiro do Banco Carregosa
Outlook Summer 2025
Watch the videos:
Perspetivas Globais Mercados Financeiros | Outlook Verão 2025
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Macroeconómicas | Outlook Verão 2025
Paulo Monteiro Rosa, Economista Sénior do Banco Carregosa
Perspetivas Mercados Obrigacionistas | Outlook Verão 2025
Filipe Silva, Diretor de Investimentos do Banco Carregosa
Perspetivas Mercados Acionistas | Outlook Verão 2025
Pedro Baldaia, Head of Equities do Banco Carregosa
Perspetivas Investimentos Alternativos | Outlook Verão 2025
Miguel Ricon Ferraz, Analista Financeiro do Banco Carregosa
Outlook Spring 2025
Watch the videos:
Perspetivas Globais Mercados Financeiros | Outlook Primavera 2025
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Macroeconómicas | Outlook Primavera 2025
Paulo Monteiro Rosa, Economista Sénior do Banco Carregosa
Perspetivas Mercados Obrigacionistas | Outlook Primavera 2025
Filipe Silva, Diretor de Investimentos do Banco Carregosa
Perspetivas Mercados Acionistas | Outlook Primavera 2025
Pedro Baldaia, Head of Equities do Banco Carregosa
Perspetivas Investimentos Alternativos | Outlook Primavera 2025
Miguel Ricon Ferraz, Analista Financeiro do Banco Carregosa
Outlook Winter 2025
Watch the videos:
Perspetivas Globais Mercados Financeiros | Outlook Inverno 2025
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Macroeconómicas | Outlook Inverno 2025
Paulo Monteiro Rosa, Senior Economist do Banco Carregosa
Perspetivas Mercados Obrigacionistas | Outlook Inverno 2025
Filipe Silva, Investment Director do Banco Carregosa
Perspetivas Mercados Acionistas | Outlook Inverno 2025
Pedro Baldaia, Head of Equities do Banco Carregosa
Perspetivas Investimentos Alternativos | Outlook Inverno 2025
Miguel Ricon Ferraz, Financial Analyst do Banco Carregosa
Outlook Autunm 2024
Assista aos vídeos:
Perspetivas Globais | Outlook Outono 2024
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Macroeconómicas | Outlook Outono 2024
Paulo Monteiro Rosa, Senior Economist do Banco Carregosa
Perspetivas Mercados Obrigacionistas | Outlook Outono 2024
Filipe Silva, Investment Director do Banco Carregosa
Perspetivas Mercados Acionistas | Outlook Outono 2024
Pedro Baldaia, Head of Equities do Banco Carregosa
Perspetivas Investimentos Alternativos | Outlook Outono 2024
Miguel Ricon Ferraz, Financial Analyst do Banco Carregosa
Outlook Summer 2024
Assista aos vídeos:
Perspetivas Globais | Outlook Verão 2024
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Macroeconómicas | Outlook Verão 2024
Paulo Monteiro Rosa, Senior Economist do Banco Carregosa
Perspetivas Mercados Obrigacionistas | Outlook Verão 2024
Filipe Silva, Investment Director do Banco Carregosa
Perspetivas Mercados Acionistas | Outlook Verão 2024
Pedro Baldaia, Head of Equities do Banco Carregosa
Perspetivas Investimentos Alternativos | Outlook Verão 2024
Miguel Ricon Ferraz, Financial Analyst do Banco Carregosa
Outlook Spring 2024
Assista ao vídeos:
Perspetivas Globais Mercados Financeiros | Outlook Primavera 2024
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Macroeconómicas | Outlook Primavera 2024
Paulo Monteiro Rosa, Senior Economist do Banco Carregosa
Perspetivas Mercados Obrigacionistas | Outlook Primavera 2024
Filipe Silva, Investment Director do Banco Carregosa
Perspetivas Mercados Acionistas | Outlook Primavera 2024
Pedro Baldaia, Head of Equities do Banco Carregosa
Perspetivas Investimentos Alternativos | Outlook Primavera 2024
Miguel Ricon Ferraz, Financial Analyst do Banco Carregosa
Outlook Winter 2024
Assista ao vídeos:
Perspetivas Globais Mercados Financeiros | Outlook Inverno 2024
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Macroeconómicas | Outlook Inverno 2024
Paulo Rosa, Senior Economist do Banco Carregosa
Perspetivas Mercados Obrigacionistas | Outlook Inverno 2024
Filipe Silva, Investment Director do Banco Carregosa
Perspetivas Mercados Acionistas | Outlook Inverno 2024
Rina Guerra, Equity Portfolio Manager do Banco Carregosa
Perspetivas Investimentos Alternativos | Outlook Inverno 2024
Miguel Ricon Ferraz, Financial Analyst do Banco Carregosa
Overview Banco Carregosa - Outlook Autumn 2023
Watch the videos:
Perspetivas Globais Mercados Financeiros | Outlook Outono 2023
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Mercados Obrigacionistas | Outlook Outono 2023
Filipe Silva, Investment Director of Banco Carregosa
Perspetivas Mercados Acionistas | Outlook Outono 2023
Rina Guerra, Equity Portfolio Manager do Banco Carregosa
Perspetivas Investimentos Alternativos | Outlook Outono 2023
Miguel Ricon Ferraz, Financial Analyst at Banco Carregosa
Overview Banco Carregosa - Outlook Summer 2023
Watch the videos:
Perspetivas Globais Mercados Financeiros | Outlook Verão 2023
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Mercados Obrigacionistas | Outlook Verão 2023
Filipe Silva, Investment Director of Banco Carregosa
Perspetivas Mercados Acionistas | Outlook Verão 2023
Rina Guerra, Equity Portfólio Manager do Banco Carregosa
Perspetivas Investimentos Alternativos | Outlook Verão 2023
Miguel Ricon Ferraz, Financial Analyst at Banco Carregosa
Overview Banco Carregosa - Outlook Spring 2023
Watch the videos:
Perspetivas Globais Mercados Financeiros | Outlook Primavera 2023
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Mercados Obrigacionistas | Outlook Primavera 2023
Filipe Silva, Investment Director of Banco Carregosa
Perspetivas Mercados Acionistas | Outlook Primavera 2023
Rina Guerra, Equity Portfólio Manager do Banco Carregosa
Perspetivas Investimentos Alternativos | Outlook Primavera 2023
Miguel Ricon Ferraz, Financial Analyst at Banco Carregosa
Overview Banco Carregosa - Outlook Winter 2023
Watch the videos:
Perspetivas Globais Mercados Financeiros em 2023
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa
Perspetivas Mercados Obrigacionistas
Filipe Silva, Investment Director of Banco Carregosa
Perspetivas Mercados Acionistas
Rina Guerra, Equity Portfólio Manager do Banco Carregosa
Perspetivas Investimentos Alternativos
Miguel Ricon Ferraz, Financial Analyst at Banco Carregosa
Bulletins
Daily
A report with our selection of the main indicators and events worth highlighting in the early morning. The main national and international news that marked the period, schedules for submission of results, and charts to better understand latest market and economic dynamics.
Weekly
Weekly Informative Report commented by the Investment Department of Banco Carregosa on a selection of the main indicators and events highlighted the previous week.
GoBulling Daily Report
End-of-day report with daily, weekly and year-to-date changes in the main stock market indices. It includes major stock market changes; a calendar of the main market events; the sectors that were in the spotlight, the evolution of commodity prices, major currencies and interest rates.
Expert Recommendations
So you can always count on the latest "target prices" of listed companies on the national market.
Autochartist
A solution that enables the automatic analysis of emerging charts and patterns, helping investors forecast the most likely outcomes of market events. Available on GoBulling Pro.
Calendars
Stock Exchange Calendars
Calendar detailing world holidays impacting the financial markets. Monitor public holidays daily with the GoBulling calendar. Use our images as your wallpaper.
Results Calendars
Calendar of results of the main world financial listed companies.
Dividends Calendars
Calendar showing the dates and estimated dividends of the main listed companies in the worlds leading financial markets.










