Side effects: the impact of the popularity of Ozempic & Co. on business and economy

Food sales could be affected by the proliferation of the new generation of anti-obesity drugs.

October 13, 2023 - 7 mess
Netflix and institutions

The proper functioning of institutions is vital for the market economy and for democracy.

October 13, 2023 - 7 mess
International Fixed Income: Why cash is not enough in the long term

Historically, fixed income begins to outperform cash before the Federal Reserve reaches its maximum interest rate.

October 6, 2023 - 7 mess
Too much

In our base case, we expect some moderation in U.S. interest rates in the coming months and recommend considering moving gradually out of cash into longer maturities and corporate bonds.

September 29, 2023 - 7 mess
Dollar at 900: the perfect storm

The expected drop in the price of the dollar to the vicinity of 800 should not occur until next year.

September 29, 2023 - 7 mess
Thank you, but no thank you, Mr. Powell.

The Fed's actions led to a significant sell-off in dollar rates, with the 10-year treasury rate at a high of 4.50%, a level not seen since 2007.

September 22, 2023 - 7 mess
Watch out for diesel

The market for this key fuel for the economy faces restrictions.

September 22, 2023 - 7 mess
The glass half full

Any of the last 3 months of core inflation in the U.S. has been the softest reading since September 2021.

September 15, 2023 - 8 mess
Mexico surpasses China as the largest U.S. trading partner.

Thanks to nearshoring, foreign direct investment in Mexico shows a 40% jump this year.

September 15, 2023 - 8 mess
Competition for Chile: Lithium deposit discovered in U.S. could be one of the largest in the world

The McDermitt volcano caldera could host between 20 and 40 million tons of lithium metal.

September 15, 2023 - 8 mess