The current situation of U.S. Treasury bonds reflects the stresses of a changing global economic order.
And suddenly, interest rates are important again.
It seems fair to ask whether the dollar's uptrend will continue or whether these are levels to exit long positions or perhaps bet on declines.
Jorge Sahd, director of the UC Center for International Studies, analyzed the main issues to watch in 2023 and 2024.
This is a real estate business model consisting of residential buildings designed exclusively for rental purposes.
As long as the U.S. economy continues to prove more resilient, and if monetary policy cannot quickly become more accommodative, it is difficult for the dollar to sell off substantially.
Currently, markets are showing signs of risk in the face of the possibility of a new debt ceiling crisis.
Trade tensions between the United States and China have led Apple to initiate a process of geographic diversification of its manufacturing centers.
The level of uncertainty induced by the banking crisis keeps us in a more defensive posture in terms of allocation.