Fynsa
Currently, markets are showing signs of risk in the face of the possibility of a new debt ceiling crisis.
Market concentration in a few Growth/Technology stocks has already reached extreme levels.
We continue to recommend overweighting less rate-sensitive assets such as cash, value sectors, international equities and real assets.
Our biggest question mark is that a soft landing scenario is already largely built into prices and we don't see much reason for risk assets to continue to rise, amid higher rates and still hawkish language from several FOMC members.
This phenomenon is leading some leading brands to take control of the main websites dedicated to used luxury watches in order to buy back items and control flows
With highs and lows, China and Hong Kong's net investment in Mexico has increased from US$65 million in 2013 to US$493 billion in 2021
Enel has created a subsidiary focused on electromobility which, in the case of Chile, plans to install 1,200 charging points for electric vehicles by 2026.
Currency depreciation, global logistical difficulties and the consumption boom, among other factors, formed a toxic cocktail that has been more difficult to combat than previously thought.
The outcome of the plebiscite should have a positive impact on the markets, under the assumption of lower uncertainty and risk premiums in the future due to the expectation of a more moderate new constitution.
