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 Fortune 500 companies are equivalent to one-third of global GDP.
Despite higher financing costs and higher home prices than two or three years ago, the U.S. residential market will continue to perform well.
We recommend a more balanced exposure to cope with the strong market concentration.
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 overweighting less rate-sensitive assets such as cash, value sectors, international equities and real assets.
The analysis of Humberto Mora, FYNSA's Deputy Investment Manager
China faces major challenges in its race to overtake the U.S. as the world's largest economy
