International Outlook 2Q25

U.S. exceptionalism" is moderating.

March 21, 2025 - 1 year
A new global paradigm? The impact of Trump on international diplomacy

Donald Trump's foreign policy has defied convention, which could pave the way for a new kind of leadership more focused on domestic needs.

February 7, 2025 - 1 year
Climate phenomena: a global economic risk in 2025

According to the report, these natural phenomena are among the three greatest short-term risks, along with armed conflicts and disinformation, endangering market stability.

January 17, 2025 - 1 year
Maturities and flows: the pulse of the bond market in January

Emerging market maturities and Treasury rate movements require a strategic approach to manage flows and adjust portfolios in a high demand environment.

January 17, 2025 - 1 year
Exchange rate consolidates above $1.000

The Chilean peso is particularly vulnerable to a new tariff escalation by the Donald Trump administration, given its direct link to China.

January 17, 2025 - 1 year
Falling rates and their impact on the U.S. Multifamily market.

The Federal Reserve's monetary policy is driving winds of change in the U.S. multifamily market, offering new opportunities and challenges for investors and developers, although not without inherent risks.

November 29, 2024 - 1 year
The Absolute Silence | U.S. Elections.

With Donald Trump's victory, the federal debt continues to grow unchecked, a crucial issue that must be addressed.

November 8, 2024 - 1 year
"It's the economy, stupid."

The economy and an intensification of grassroots support would be some of the factors behind the historic win of now President-elect Donald Trump.

November 8, 2024 - 1 year
All to Debt!!!!

The Central Bank of Chile has resumed the reduction of interest rates, which has led to a greater relevance of the UF and short-term bonds as conservative investment alternatives. 

October 30, 2024 - 1 year
2Q24 Corporate Results in the U.S.

U.S. stocks do not have an earnings problem, but an expectations problem.

August 30, 2024 - 1 year