We may be approaching the point where "bad data will be bad" for risk assets.
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
From a fiscal standpoint, the outlook is not very encouraging for the U.S. economy under any of the presidential alternatives.
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.
A second Trump presidency could bring significant changes to the economy.
Bloomberg explains the reasons behind the dollar's strength as a cornerstone of the global economy.
The number of savers with more than US$1 million in their voluntary savings accounts soars.
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.
No correction has been observed so far in the equity market, despite technical indicators that the market is overbought and at all-time highs.