According to Oxford Economics, this is not about a massive return of factories, but about consolidating advantages in strategic high-value industries.
The participation of the retail investor in the U.S. market has become increasingly relevant in recent years. According to data from J.P. Morgan, retail already accounts for nearly 30% of the total market volume.
The flexibilization of the most popular pension plans in the U.S. reinforces a global trend: allowing workers to access, in a structured way, the benefits of alternative assets. In Chile, the creation of generational funds could be the starting point to move in the same direction and modernize the pension system with greater diversification and better return potential.
Rate declines yes, but not as fast and not as steep.
Trust is hard to regain once lost. Will it be different this time?
Can the United States continue to finance the world at the expense of its productive backbone? If there is no restructuring, the alternative path is attrition and loss of influence.
The real power is not in Washington or New York. You can't challenge the bond market without consequences.
Reforms in zoning regulations, building permits, and environmental regulations could speed up the development of new residential and commercial projects. However, other factors could offset these benefits.
With the economy gradually recovering, albeit with uncertainty as to the speed of interest rate reductions, 2025 promises to be a pivotal year for the real estate industry.
The potential common currency of emerging economies challenges the supremacy of the dollar. What repercussions would this move have on global financial markets?