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 - 2 years
The 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 - 2 years
Thanks, but no thanks, 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 - 2 years
Watch out for diesel

The market for this fuel, which is key to the economy, is facing constraints.

September 22, 2023 - 2 years
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 - 2 years
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 - 2 years
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 - 2 years
The Dollar Is Rising—How Far Will It Go?

The current outlook points to the worst-case scenario for the Chilean peso, with the local interest rate expected to reach 8% by the end of the year.

September 8, 2023 - 2 years
Natural disasters continue to hit insurers hard

The costs to insurers associated with these events would exceed US$100,000 million for the third consecutive year. The bulk of these costs are incurred in the United States, given the high penetration of insurance in that country.

September 8, 2023 - 2 years
What are REOs and why are they important in periods of high rates?

Investing in distressed properties can provide benefits in terms of cost, market value and profitability.

September 1, 2023 - 2 years