Felipe Barragán
Senior Research Strategist
Felipe Barragán is an economist with dual Master of Science degrees in Economics and Finance, and over 12 years of experience in economic research, portfolio management, and multi-asset investment strategies.
Prior to joining Pepperstone, Felipe worked as a Senior Investment Analyst at AFP Capital, where he focused on asset allocation within international equities. Previously, he served as Co-Portfolio Manager at LarrainVial, where he developed and implemented quantitative models for multi-asset funds. His career also includes roles at BICE Inversiones, where he specialized in Latin American fixed income and macroeconomic analysis. Felipe’s expertise spans macro investing, global asset allocation, and data-driven market research, providing valuable insights to Pepperstone’s global client base.
Most recent articles
AMD 2Q26 Earnings Preview: EPYC Drives Growth, But Instinct and Helios Will Define the Bias
AMD's 2Q26 earnings preview arrives with elevated expectations after a strong run for the stock, so the market will focus less on the quarterly beat itself and more on the guidance for data center acceleration in the second half of the year. The key will be whether the recovery in Instinct accelerators keeps pace with EPYC, whether gross margin holds near 56%, and whether the company confirms first Helios shipments toward the end of the third quarter.
AMZN Q2 2026 Earnings Preview: AI Capex in Focus
The AMZN Q2 2026 earnings preview arrives under pressure: the company reports this Thursday, July 30, after market close, with the stock down 17% from its high and investors watching whether it holds its $200 billion capex plan following the scare Alphabet triggered last week. Consensus expects revenue near $197 billion, amid a cautious mood toward the AI infrastructure sector.
Alphabet Q2 Earnings Preview: Cloud and Capex Take Center Stage
Alphabet reports second-quarter 2026 results tomorrow, and the market arrives with demanding but achievable expectations. Consensus points to earnings per share of US$3.2 and revenue near US$101 billion, a year-over-year gain of around 25%, driven by Google Cloud growth of roughly 64% and a Search business holding firm against generative AI competition. The central focus of the print, however, will be capex and how much clarity the company offers on 2027.
Venezuela after the capture of Nicolás Maduro: implications for oil, emerging markets and the global order
Recent developments in Venezuela have brought the country back into focus for global financial markets, raising critical questions around oil supply, emerging market risk premia and geopolitical stability in Latin America. While the immediate effects on crude prices appear contained, the episode adds a new layer of uncertainty that may influence capital flows, investor sentiment and long-term market expectations. This report explores the potential scenarios ahead and their implications for oil markets, Venezuela and the global order.
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1. Data for the Pepperstone Group, correct as at October 2025.