During the masterclass, Professor Juan Carlos Martínez Lázaro will analyse how geopolitical and technological shifts are affecting the economy and financial markets. He will address the consequences of the war in Iran, which is driving a new wave of inflation, tighter monetary policy and rising bond yields globally, factors that could put further pressure on the fiscal position of many countries.
He will also explore why, despite these tensions, economic growth remains robust, partly driven by major investments in artificial intelligence in the United States.