Fynsa
It would not be unusual to see agreements that put an end to the current nervousness, with common sense taking precedence. The experience of President Trump's first term proves this.
This comprehensive analysis allows investors to make informed decisions and protect their capital, considering both financial data and intangible factors that affect the viability and sustainability of the business.
The WEF proposes new factors to consider in the analysis aimed at striking the difficult balance between providing better pensions to those who need them most and maintaining sustainable fiscal spending.
In the new macro framework, we see little change to the expected growth for 2022, but we do not rule out a further downward adjustment to 2023.
The second-quarter National Accounts figures only confirm what we expected: the economy is slowing down and will continue to do so
Unless the "peak inflation" narrative is confirmed by both the data and a moderate policy pivot by the Fed, we believe the risk of a return of rate shocks and recession fears could once again weigh on risk appetite.
As for the outcome of the referendum, it seems that nothing has been settled yet; and this also appears to be the market's view on the matter
The downside surprise in July inflation in the US will help moderate inflation expectations, but the data remains too high to warrant an appropriate turnaround by the Fed.
Concern about rising prices and the instruments to control them is not only a technical discussion, it is also a moral obligation.
The analysis of Humberto Mora, FYNSA's Deputy Investment Manager
