Fynsa
At the traditional financial conclave, the Fed chairman noted that the move in rates continues with more upside risks than downside risks, and that he was ready to continue raising them if necessary.
The combined sales of the 500 companies on the Fortune list account for one-third of global GDP.
Despite higher financing costs and home prices than two or three years ago, the U.S. residential market will continue to perform well.
We recommend a more balanced portfolio to address the high concentration in the market.
Core inflation is leaning in a more comfortable direction, so it would be reasonable to conclude that the Fed could adopt a wait-and-see approach at its next meeting, effectively ending the tightening cycle.
We continue to recommend increasing the weighting of assets that are less sensitive to interest rates, such as cash, value stocks, international stocks, and real assets.
The analysis of Humberto Mora, FYNSA's Deputy Investment Manager
China faces significant challenges in its race to surpass the U.S. as the world's largest economy
