Fynsa
Market declines caused by geopolitical shocks should ultimately present buying opportunities.
Tensions in the region are shaking up the markets and reinforcing a key message: reducing dependence on fossil fuels is no longer just a climate issue, but also an economic and strategic one.
In the fixed-income market, we continue to recommend a strategy that is heavily weighted toward the UF index. Meanwhile, we believe that the recent adjustments in the equity market present a good opportunity to position oneself for the remainder of the year.
An internal document reveals how the outcomes of the Belém Climate Summit are forcing the European Union to adjust its international approach at a time of growing global divisions and geopolitical challenges to climate cooperation.
The true value of rare earths lies not in their price - the total market is just over USD 6.5 billion - but in their ability to generate or halt billions in industrial production.
Between the closing of the June IPoM statistics and its publication, relevant geopolitical events occurred that could alter part of its assumptions. Market reaction and global uncertainty seem to reinforce an already complex context. Even so, the report remains valid.
Global financial markets reflect the growing tension between Iran and Israel. Potential energy supply disruption threatens to reshape the economic outlook for the second half of the year.
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 potential common currency of emerging economies challenges the supremacy of the dollar. What repercussions would this move have on global financial markets?
Donald Trump's surprise victory in the U.S. presidential election has left many wondering about its consequences. Will his second administration be as negative as feared?
