International Vision and Strategy

We may be approaching the point where "bad data will be bad" for risk assets.

August 16, 2024 - 1 year
On renewed fears of recession in the US.

Concerns that the Fed will be late with a rate cut, plus uncertainty over the U.S. presidential election, have driven volatility, which, as historical precedents show, is particularly sensitive at this time of year

August 9, 2024 - 1 year
U.S. Presidential Election: "Death and the IRS" - PART II

From a fiscal standpoint, the outlook is not very encouraging for the U.S. economy under any of the presidential alternatives.

August 2, 2024 - 1 year
U.S. Presidential Election: "Death and the IRS" - PART I

Will Trump's tax cuts hold or will taxes on corporations and the wealthiest go back up? It all depends on who wins in November.

July 26, 2024 - 1 year
U.S. Presidential Election Special: Implications, Risks and Opportunities of Trump 2.0

A second Trump presidency could bring significant changes to the economy.

Julio 19, 2024 - 2 años
Why the U.S. dollar is the global currency

Bloomberg explains the reasons behind the dollar's strength as a cornerstone of the global economy.

July 5, 2024 - 2 years
Millionaire pensions in the U.S.

The number of savers with more than US$1 million in their voluntary savings accounts soars.

May 31, 2024 - 2 years
How much are the U.S. economy and inflation cooling?

Incoming economic information indicates that it will take longer for the Fed to gain confidence regarding the convergence of inflation and, therefore, it seems prudent to maintain a tightening stance for longer.

May 17, 2024 - 2 years
The resilience of international equities, a sustainable or temporary decoupling?

No correction has been observed so far in the equity market, despite technical indicators that the market is overbought and at all-time highs.

February 23, 2024 - 2 years
Navigating U.S. Interest Rate Uncertainty

February 23, 2024 - 2 years