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Monthly Close Analysis of the Macroeconomic Market
31/08/2026
August 2026 has just closed the history books with a chapter no one saw coming. We’re living in a two-speed market where traditional logic has been completely broken, and anyone who doesn’t understand this paradigm shift will be inevitably left behind in the global financial change that’s happening right in front of our noses. On the one hand, U.S. equities defy gravity thanks to a select group of titans. While entire sectors suffer the suffocating weight of high interest rates, giants like NVIDIA, Microsoft, and SpaceX’s meteoric space surge (+27.05%) absorb global capital like black holes, showing that the technological revolution operates in its own economic dimension.
Thank you Leo for those moments with the Argentina National Team 🇦🇷
Celeste Erin
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⚽ LIONEL MESSI ANNOUNCES HIS RETIREMENT FROM THE ARGENTINA NATIONAL TEAM 🇦🇷
Lionel Messi confirmed his definitive retirement from the Argentina national team after more than two decades wearing the albiceleste jersey, as reported by Bloomberg 🏆.
The decision comes after Argentina’s elimination from the World Cup, marking the end of a historical and unforgettable era in international football.
With his departure, the Argentine captain concludes his international career, leaving an unsurpassed legacy in his country’s team, where he won the Copa América and the World Cup ⚽.
THE DEAL OF THE CENTURY OR THE DISTRIBUTION OF OIL? The Geopolitical Turn Between the U.S. and Venezuela
The political and macroeconomic board of the Americas has just undergone an unprecedented reconfiguration. The announcement of an oil and mining pact between the administration of the United States and the transitional government in Caracas has made a change to the geopolitical chessboard. The Figures Behind the Massive Oil Deal The financial projections of the energy pact completely redraw the economic landscape of the hemisphere: Reserves and Investment: The development of more than 65,000 million barrels of crude oil in strategic fields is contemplated, backed by an almost $100,000 million commitment in private investment driven by the U.S. State Department.
Russia has just cut interest rates to 14%… but its economy is on the brink of a silent collapse.
While the Kremlin is pressing the economic accelerator with military money, the civilian engine is about to overheat. I’ll explain what’s happening with the Bank of Russia and how this move will impact your investments and the cryptocurrency market.
🚨 The macroeconomic ticking time bomb
🔸14% rate: After reaching a suffocating 21%, the Bank of Russia had to cut rates to keep companies from collapsing completely.
🔸0% growth: The IMF projects a total standstill for 2026. The war economy can’t stretch any further.
🔸Petrodollar deficit: With Urals crude hovering around $60 and a trimmed surplus of 33%, the state’s coffers are losing strength at breakneck speed.
Why does this matter to the Crypto and Traditional Markets?
🔸Flight to Bitcoin: Without access to the SWIFT system or dollars, Russian companies are massively using Bitcoin and Stablecoins to pay for imports from Asia. Crypto liquidity is turning into the lifeline for foreign trade across Eurasia.
🔸Mining and the Digital Ruble: While the Bank of Russia speeds up control with its CBDC, Siberia is consolidating as the new BTC mining hub thanks to its surplus of cheap energy.
🔸Commodities: A lack of liquidity in traditional currencies keeps the global commodities and energy markets under strain.
Do you think the forced adoption of cryptocurrencies due to economic sanctions will drive a new global bull cycle, or will it end with more government regulation?
📌 Save this post, LIKE 👍 if this information helped you, and leave your opinion in the comments.
NVIDIA BUYS HUGGING FACE FOR $12,900M AND WE’RE UP +9%! 🚀
The tech giant isn’t slowing down. Nvidia has just agreed to acquire Hugging Face, the leading platform for open-source Artificial Intelligence models and data. $NVDAB
Why is this move so big?
Ecosystem Dominance: Nvidia doesn’t just control microchips (hardware); it strengthens its position in the world’s main AI development and infrastructure hub. $NVDA
Boost to the Tech Sector: It reinforces market confidence in the continued expansion of Artificial Intelligence in the long term. $NVDAon
💡 My take on NVDA: We’re continuing with a clear strategy and leveraging technological growth. We’re currently up +9.18% on the position! 📈💰
📌 Key detail: If you’re looking to buy shares directly in spot/fractional, the best would be below $200 per unit, which makes an accessible entry for portfolio management.
Here you can join the chat room of Los Fantásticos Del Trading ⬇️ LOS FANTÁSTICOS DEL TRADING
What do you think about Nvidia’s move? Are you still in or waiting for a correction? I’ll read your comments 👇🔥
⚠️ Disclaimer: This is not financial advice. Do your own research (DYOR).
The Fed warns: The fight against inflation is still on 📉
Kevin Warsh, President of the Federal Reserve, delivered his first major speech at Jackson Hole with a clear message for the markets: the 2% inflation target is non-negotiable.
The 4 keys of the speech:
🔸 Still-high prices: Even though inflation has recently eased, 49% of consumer categories are growing at a rate above 3% per year.
🔸 A "quieter" Fed: Warsh removes promises about the future path of interest rates. He wants the market to focus on real data, not speculation from Wall Street.
🔸 The AI engine: Investment in Artificial Intelligence is increasing productivity, making it possible to keep restrictive rates without choking the economy.
🔸 Impact on the markets: Bond yields rose and the crypto market reacted lower, with Bitcoin falling below $77,000.
Do you think the Fed will keep rates high for longer this year? Let us know in the comments! 👇