Fynsa
The financial giant anticipates key changes in global markets, productivity growth and the impact of economic policies over the next 12 months.
With Donald Trump's victory, the federal debt continues to grow unchecked, a crucial issue that must be addressed.
The economy and an intensification of grassroots support would be some of the factors behind the historic win of now President-elect Donald Trump.
Economic uncertainty continues to weigh on investors' decisions and any misalignment in market projections could generate an adverse reaction. The Fed faces the challenge of maintaining the balance between growth and inflation.
With the U.S. engaged in the rate adjustment process, our Central Bank will be able to continue its own adjustment process with a little more slack, so that the trajectory is more consistent with the weak macro scenario we face.
We are already used to the fact that in September, while in Chile we are celebrating the Fiestas Patrias, the members of the board of governors of the Federal Reserve (FED) are working hard to decide on the monetary policy of the most important economy in the world.
Yield curve disinvestment has historically been a signal indicating bad times for stocks, which argues for more defensive positioning.
The Central Bank published its September Monetary Policy Report, the famous IPoM. It came with several novelties, some of which we would like to highlight.
The expectation that the Fed will begin its monetary policy normalization process at the next meeting.
We may be approaching the point where "bad data will be bad" for risk assets.
