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.
The expected drop in the price of the dollar to the vicinity of 800 should not occur until next year.
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.
The market for this key fuel for the economy faces restrictions.
Any of the last 3 months of core inflation in the U.S. has been the softest reading since September 2021.
Thanks to nearshoring, foreign direct investment in Mexico shows a 40% jump this year.
The McDermitt volcano caldera could host between 20 and 40 million tons of lithium metal.
The current scenario considers the worst conditions for the Chilean peso, with a local rate that should reach 8% by the end of the year.
Insurance-related events are expected to exceed US$100 billion in costs for insurers for the third consecutive year. The bulk of these costs are recorded in the United States, given the high penetration of insurance in that country.
Investing in distressed properties can provide benefits in terms of cost, market value and profitability.