Calls
4
Isabelle Mateos y Lago
Group Chief Economist, BNP Paribas
Win Rate
25.0%
return
+0.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 20
$59.76
-2.4%
A broad-based super cycle is underway in AI, defense, aerospace, and manufacturing, driven by infrastructure spending, electrification, and strong capex. The resilience is wider than most assume, supporting continued dynamism in these sectors.
Thematic ETFs
Long
Jul 20
$48.93
-0.1%
Diesel and jet fuel spreads are at record highs, reflecting physical market tightness and depleted inventories. With no clear de-escalation path in the US-Iran conflict, energy prices are at significant risk of moving much higher to destroy demand, tightening markets further.
Commodities
Long
Jul 20
$54.84
-2.1%
Diesel and jet fuel spreads are at record highs, reflecting physical market tightness and depleted inventories. With no clear de-escalation path in the US-Iran conflict, energy prices are at significant risk of moving much higher to destroy demand, tightening markets further.
Thematic ETFs
Long
Jul 20
$231.67
+5.3%
A broad-based super cycle is underway in AI, defense, aerospace, and manufacturing, driven by infrastructure spending, electrification, and strong capex. The resilience is wider than most assume, supporting continued dynamism in these sectors.
Thematic ETFs
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Isabelle Mateos y Lago has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: ITA, BNO, AIQ.
